Shelter Mutual Insurance as of March 31, 2025
Portfolio Holdings for Shelter Mutual Insurance
Shelter Mutual Insurance holds 57 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 6.5 | $27M | 34.00 | 798441.59 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 4.7 | $20M | 315k | 62.10 | |
| iShares Barclays Credit Bond Fund (USIG) | 3.5 | $15M | 285k | 51.08 | |
| Wal-Mart Stores (WMT) | 3.5 | $15M | 166k | 87.79 | |
| Visa (V) | 3.4 | $14M | 41k | 350.46 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.2 | $13M | 28k | 484.82 | |
| Linde (LIN) | 3.0 | $12M | 26k | 465.64 | |
| Cme (CME) | 2.9 | $12M | 46k | 265.29 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 2.9 | $12M | 161k | 75.65 | |
| Abbvie (ABBV) | 2.9 | $12M | 58k | 209.52 | |
| Vanguard Total Stock Market ETF (VTI) | 2.9 | $12M | 44k | 274.84 | |
| Verisk Analytics (VRSK) | 2.8 | $12M | 40k | 297.62 | |
| Oracle Corporation (ORCL) | 2.8 | $12M | 83k | 139.81 | |
| American Express Company (AXP) | 2.6 | $11M | 40k | 269.05 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.5 | $10M | 95k | 108.69 | |
| iShares Lehman MBS Bond Fund (MBB) | 2.5 | $10M | 110k | 93.78 | |
| Procter & Gamble Company (PG) | 2.5 | $10M | 60k | 170.42 | |
| Caterpillar (CAT) | 2.4 | $10M | 31k | 329.80 | |
| Lowe's Companies (LOW) | 2.3 | $9.6M | 41k | 233.23 | |
| International Business Machines (IBM) | 2.3 | $9.6M | 39k | 248.66 | |
| Deere & Company (DE) | 2.3 | $9.5M | 20k | 469.35 | |
| Illinois Tool Works (ITW) | 2.1 | $8.9M | 36k | 248.01 | |
| Union Pacific Corporation (UNP) | 2.0 | $8.4M | 36k | 236.24 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 2.0 | $8.3M | 114k | 73.28 | |
| Qualcomm (QCOM) | 1.9 | $7.8M | 51k | 153.61 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $7.7M | 65k | 118.93 | |
| Pepsi (PEP) | 1.8 | $7.6M | 51k | 149.94 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $7.1M | 29k | 245.30 | |
| iShares S&P 500 Index (IVV) | 1.7 | $7.0M | 13k | 561.90 | |
| Nextera Energy (NEE) | 1.4 | $5.8M | 83k | 70.89 | |
| iShares Lehman Aggregate Bond (AGG) | 1.4 | $5.7M | 58k | 98.92 | |
| Vanguard Total Bond Market ETF (BND) | 1.4 | $5.6M | 77k | 73.45 | |
| Invesco Taxable Municipal Bond otr (BAB) | 1.3 | $5.3M | 199k | 26.68 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.2 | $5.1M | 97k | 52.49 | |
| Booking Holdings (BKNG) | 1.2 | $5.1M | 1.1k | 4606.91 | |
| Target Corporation (TGT) | 1.2 | $5.0M | 48k | 104.36 | |
| BHP Billiton (BHP) | 1.1 | $4.6M | 95k | 48.54 | |
| Ishares Inc core msci emkt (IEMG) | 1.0 | $4.2M | 77k | 53.97 | |
| Pfizer (PFE) | 0.9 | $3.7M | 146k | 25.34 | |
| Gilead Sciences (GILD) | 0.9 | $3.6M | 32k | 112.05 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.8 | $3.5M | 50k | 69.87 | |
| Bristol Myers Squibb (BMY) | 0.8 | $3.3M | 54k | 60.99 | |
| Otis Worldwide Corp (OTIS) | 0.8 | $3.2M | 31k | 103.20 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.7 | $2.9M | 56k | 52.41 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.6 | $2.7M | 38k | 70.42 | |
| Ishares Tr cmn (GOVT) | 0.6 | $2.4M | 105k | 22.98 | |
| Markel Corporation (MKL) | 0.5 | $2.2M | 1.2k | 1869.61 | |
| Constellation Brands (STZ) | 0.5 | $1.9M | 10k | 183.52 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.9M | 3.5k | 532.58 | |
| Hasbro (HAS) | 0.4 | $1.5M | 24k | 61.49 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $929k | 12k | 78.94 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $893k | 11k | 81.76 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $840k | 33k | 25.52 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $835k | 11k | 76.57 | |
| JP Morgan US Aggregate Bond (BBAG) | 0.1 | $480k | 10k | 46.11 | |
| Ishares Tr aaa a rated cp (QLTA) | 0.1 | $476k | 10k | 47.55 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $304k | 2.9k | 103.75 |
