Shelter Mutual Insurance as of Dec. 31, 2024
Portfolio Holdings for Shelter Mutual Insurance
Shelter Mutual Insurance holds 57 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 5.8 | $23M | 34.00 | 680920.00 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 4.6 | $19M | 315k | 58.93 | |
| Wal-Mart Stores (WMT) | 3.7 | $15M | 166k | 90.35 | |
| iShares Barclays Credit Bond Fund (USIG) | 3.6 | $14M | 285k | 50.27 | |
| Oracle Corporation (ORCL) | 3.4 | $14M | 83k | 166.64 | |
| Visa (V) | 3.2 | $13M | 41k | 316.04 | |
| Vanguard Total Stock Market ETF (VTI) | 3.2 | $13M | 44k | 289.81 | |
| American Express Company (AXP) | 3.0 | $12M | 40k | 296.79 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 2.8 | $11M | 161k | 70.28 | |
| Caterpillar (CAT) | 2.8 | $11M | 31k | 362.76 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.8 | $11M | 28k | 402.70 | |
| Linde (LIN) | 2.8 | $11M | 26k | 418.67 | |
| Verisk Analytics (VRSK) | 2.7 | $11M | 40k | 275.43 | |
| Cme (CME) | 2.7 | $11M | 46k | 232.23 | |
| Abbvie (ABBV) | 2.6 | $10M | 58k | 177.70 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.5 | $10M | 95k | 106.84 | |
| Lowe's Companies (LOW) | 2.5 | $10M | 41k | 246.80 | |
| iShares Lehman MBS Bond Fund (MBB) | 2.5 | $10M | 110k | 91.68 | |
| Procter & Gamble Company (PG) | 2.5 | $10M | 60k | 167.65 | |
| Illinois Tool Works (ITW) | 2.3 | $9.1M | 36k | 253.56 | |
| Deere & Company (DE) | 2.1 | $8.6M | 20k | 423.70 | |
| International Business Machines (IBM) | 2.1 | $8.5M | 39k | 219.83 | |
| Union Pacific Corporation (UNP) | 2.0 | $8.1M | 36k | 228.04 | |
| Qualcomm (QCOM) | 2.0 | $7.8M | 51k | 153.62 | |
| Pepsi (PEP) | 1.9 | $7.8M | 51k | 152.06 | |
| iShares S&P 500 Index (IVV) | 1.8 | $7.3M | 13k | 588.68 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 1.8 | $7.1M | 114k | 62.65 | |
| Exxon Mobil Corporation (XOM) | 1.7 | $7.0M | 65k | 107.57 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $7.0M | 29k | 239.71 | |
| Target Corporation (TGT) | 1.6 | $6.4M | 48k | 135.18 | |
| Nextera Energy (NEE) | 1.5 | $5.9M | 83k | 71.69 | |
| iShares Lehman Aggregate Bond (AGG) | 1.4 | $5.6M | 58k | 96.90 | |
| Vanguard Total Bond Market ETF (BND) | 1.4 | $5.5M | 77k | 71.91 | |
| Booking Holdings (BKNG) | 1.4 | $5.5M | 1.1k | 4968.42 | |
| Invesco Taxable Municipal Bond otr (BAB) | 1.3 | $5.2M | 199k | 26.15 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.3 | $5.0M | 97k | 51.61 | |
| BHP Billiton (BHP) | 1.2 | $4.6M | 95k | 48.83 | |
| Ishares Inc core msci emkt (IEMG) | 1.0 | $4.0M | 77k | 52.22 | |
| Pfizer (PFE) | 1.0 | $3.9M | 146k | 26.53 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.8 | $3.3M | 50k | 66.11 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.8 | $3.2M | 56k | 57.45 | |
| Bristol Myers Squibb (BMY) | 0.8 | $3.0M | 54k | 56.56 | |
| Gilead Sciences (GILD) | 0.7 | $3.0M | 32k | 92.37 | |
| Otis Worldwide Corp (OTIS) | 0.7 | $2.9M | 31k | 92.61 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.6 | $2.6M | 38k | 68.43 | |
| Ishares Tr cmn (GOVT) | 0.6 | $2.4M | 105k | 22.46 | |
| Constellation Brands (STZ) | 0.6 | $2.3M | 10k | 221.00 | |
| Markel Corporation (MKL) | 0.5 | $2.1M | 1.2k | 1726.23 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.6M | 3.5k | 453.28 | |
| Hasbro (HAS) | 0.3 | $1.3M | 24k | 55.91 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $918k | 12k | 78.01 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $876k | 11k | 80.27 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $822k | 33k | 24.99 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $815k | 11k | 74.73 | |
| JP Morgan US Aggregate Bond (BBAG) | 0.1 | $470k | 10k | 45.18 | |
| Ishares Tr aaa a rated cp (QLTA) | 0.1 | $468k | 10k | 46.80 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $292k | 2.9k | 99.54 |
