Shelter Mutual Insurance as of June 30, 2025
Portfolio Holdings for Shelter Mutual Insurance
Shelter Mutual Insurance holds 58 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 5.7 | $25M | 34.00 | 728800.00 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 5.0 | $22M | 315k | 69.09 | |
| Oracle Corporation (ORCL) | 4.2 | $18M | 83k | 218.63 | |
| Wal-Mart Stores (WMT) | 3.8 | $16M | 166k | 97.78 | |
| iShares Barclays Credit Bond Fund (USIG) | 3.4 | $15M | 288k | 51.44 | |
| Visa (V) | 3.3 | $14M | 41k | 355.05 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.1 | $13M | 161k | 83.48 | |
| Vanguard Total Stock Market ETF (VTI) | 3.1 | $13M | 44k | 303.93 | |
| American Express Company (AXP) | 2.9 | $13M | 40k | 318.98 | |
| Cme (CME) | 2.9 | $13M | 46k | 275.62 | |
| Linde (LIN) | 2.9 | $12M | 26k | 469.18 | |
| Verisk Analytics (VRSK) | 2.9 | $12M | 40k | 311.50 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.8 | $12M | 28k | 445.20 | |
| Caterpillar (CAT) | 2.8 | $12M | 31k | 388.21 | |
| International Business Machines (IBM) | 2.6 | $11M | 39k | 294.78 | |
| Abbvie (ABBV) | 2.5 | $11M | 58k | 185.62 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.4 | $10M | 95k | 109.61 | |
| Deere & Company (DE) | 2.4 | $10M | 20k | 508.49 | |
| iShares Lehman MBS Bond Fund (MBB) | 2.3 | $10M | 107k | 93.89 | |
| Procter & Gamble Company (PG) | 2.2 | $9.5M | 60k | 159.32 | |
| Lowe's Companies (LOW) | 2.1 | $9.1M | 41k | 221.87 | |
| Illinois Tool Works (ITW) | 2.1 | $8.9M | 36k | 247.25 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $8.4M | 29k | 289.91 | |
| Union Pacific Corporation (UNP) | 1.9 | $8.2M | 36k | 230.08 | |
| Qualcomm (QCOM) | 1.9 | $8.1M | 51k | 159.26 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 1.9 | $8.0M | 114k | 70.41 | |
| iShares S&P 500 Index (IVV) | 1.8 | $7.6M | 12k | 620.90 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $7.0M | 65k | 107.80 | |
| Pepsi (PEP) | 1.6 | $6.7M | 51k | 132.04 | |
| Booking Holdings (BKNG) | 1.5 | $6.4M | 1.1k | 5789.24 | |
| Nextera Energy (NEE) | 1.3 | $5.7M | 83k | 69.42 | |
| iShares Lehman Aggregate Bond (AGG) | 1.3 | $5.7M | 58k | 99.20 | |
| Vanguard Total Bond Market ETF (BND) | 1.3 | $5.6M | 77k | 73.63 | |
| Invesco Taxable Municipal Bond otr (BAB) | 1.2 | $5.3M | 199k | 26.53 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.2 | $5.2M | 97k | 53.23 | |
| Target Corporation (TGT) | 1.1 | $4.7M | 48k | 98.65 | |
| Ishares Inc core msci emkt (IEMG) | 1.1 | $4.6M | 77k | 60.03 | |
| BHP Billiton (BHP) | 1.1 | $4.6M | 95k | 48.09 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.9 | $4.1M | 53k | 77.37 | |
| Gilead Sciences (GILD) | 0.8 | $3.6M | 32k | 110.87 | |
| Pfizer (PFE) | 0.8 | $3.5M | 146k | 24.24 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.8 | $3.5M | 56k | 61.85 | |
| Otis Worldwide Corp (OTIS) | 0.7 | $3.1M | 31k | 99.02 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.6 | $2.6M | 38k | 69.54 | |
| Ishares Tr cmn (GOVT) | 0.6 | $2.6M | 111k | 22.98 | |
| Bristol Myers Squibb (BMY) | 0.6 | $2.5M | 54k | 46.29 | |
| Markel Corporation (MKL) | 0.6 | $2.4M | 1.2k | 1997.36 | |
| Hasbro (HAS) | 0.4 | $1.7M | 24k | 73.82 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.7M | 3.5k | 485.77 | |
| Constellation Brands (STZ) | 0.4 | $1.7M | 10k | 162.68 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $935k | 12k | 79.50 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $905k | 11k | 82.92 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $843k | 11k | 77.34 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $842k | 33k | 25.59 | |
| JP Morgan US Aggregate Bond (BBAG) | 0.1 | $480k | 10k | 46.17 | |
| Ishares Tr aaa a rated cp (QLTA) | 0.1 | $479k | 10k | 47.87 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $373k | 4.1k | 91.97 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $300k | 3.0k | 101.60 |
