Shelter Mutual Insurance as of Sept. 30, 2025
Portfolio Holdings for Shelter Mutual Insurance
Shelter Mutual Insurance holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 5.8 | $26M | 34.00 | 754200.00 | |
| Oracle Corporation (ORCL) | 5.2 | $23M | 83k | 281.24 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 5.2 | $23M | 315k | 73.46 | |
| Wal-Mart Stores (WMT) | 3.8 | $17M | 166k | 103.06 | |
| Caterpillar (CAT) | 3.3 | $15M | 31k | 477.15 | |
| Vanguard Total Stock Market ETF (VTI) | 3.2 | $14M | 44k | 328.17 | |
| iShares Barclays Credit Bond Fund (USIG) | 3.2 | $14M | 271k | 52.20 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.1 | $14M | 161k | 87.31 | |
| Visa (V) | 3.1 | $14M | 41k | 341.38 | |
| Abbvie (ABBV) | 3.0 | $13M | 58k | 231.54 | |
| American Express Company (AXP) | 3.0 | $13M | 40k | 332.16 | |
| Linde (LIN) | 2.8 | $13M | 26k | 475.00 | |
| Cme (CME) | 2.8 | $12M | 46k | 270.19 | |
| International Business Machines (IBM) | 2.4 | $11M | 39k | 282.16 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.4 | $11M | 28k | 391.64 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.4 | $11M | 95k | 111.47 | |
| Lowe's Companies (LOW) | 2.3 | $10M | 41k | 251.31 | |
| iShares Lehman MBS Bond Fund (MBB) | 2.3 | $10M | 108k | 95.15 | |
| Verisk Analytics (VRSK) | 2.2 | $10M | 40k | 251.51 | |
| Illinois Tool Works (ITW) | 2.1 | $9.3M | 36k | 260.76 | |
| Deere & Company (DE) | 2.1 | $9.3M | 20k | 457.26 | |
| Procter & Gamble Company (PG) | 2.1 | $9.2M | 60k | 153.65 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $9.1M | 29k | 315.43 | |
| Qualcomm (QCOM) | 1.9 | $8.5M | 51k | 166.36 | |
| Union Pacific Corporation (UNP) | 1.9 | $8.4M | 36k | 236.37 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 1.8 | $8.1M | 114k | 71.53 | |
| iShares S&P 500 Index (IVV) | 1.7 | $7.4M | 11k | 669.30 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $7.3M | 65k | 112.75 | |
| Pepsi (PEP) | 1.6 | $7.2M | 51k | 140.44 | |
| Nextera Energy (NEE) | 1.4 | $6.2M | 83k | 75.49 | |
| Booking Holdings (BKNG) | 1.3 | $5.9M | 1.1k | 5399.27 | |
| iShares Lehman Aggregate Bond (AGG) | 1.3 | $5.8M | 58k | 100.25 | |
| Vanguard Total Bond Market ETF (BND) | 1.3 | $5.7M | 77k | 74.37 | |
| Invesco Taxable Municipal Bond otr (BAB) | 1.2 | $5.4M | 199k | 27.29 | |
| BHP Billiton (BHP) | 1.2 | $5.3M | 95k | 55.75 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.2 | $5.3M | 97k | 54.09 | |
| Ishares Inc core msci emkt (IEMG) | 1.1 | $5.1M | 77k | 65.92 | |
| Target Corporation (TGT) | 1.0 | $4.3M | 48k | 89.70 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.9 | $4.0M | 49k | 82.61 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.9 | $3.8M | 56k | 68.58 | |
| Pfizer (PFE) | 0.8 | $3.7M | 146k | 25.48 | |
| Gilead Sciences (GILD) | 0.8 | $3.6M | 32k | 111.00 | |
| Ishares Tr cmn (GOVT) | 0.6 | $2.9M | 125k | 23.11 | |
| Otis Worldwide Corp (OTIS) | 0.6 | $2.9M | 31k | 91.43 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.6 | $2.7M | 38k | 70.85 | |
| Bristol Myers Squibb (BMY) | 0.5 | $2.4M | 54k | 45.10 | |
| Markel Corporation (MKL) | 0.5 | $2.3M | 1.2k | 1911.36 | |
| Hasbro (HAS) | 0.4 | $1.8M | 24k | 75.85 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.7M | 3.5k | 502.74 | |
| Constellation Brands (STZ) | 0.3 | $1.4M | 10k | 134.67 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $940k | 12k | 79.93 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $918k | 11k | 84.11 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $851k | 11k | 78.09 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $851k | 33k | 25.86 | |
| JP Morgan US Aggregate Bond (BBAG) | 0.1 | $485k | 10k | 46.67 | |
| Ishares Tr aaa a rated cp (QLTA) | 0.1 | $485k | 10k | 48.47 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $354k | 3.4k | 102.99 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $353k | 3.7k | 96.55 |
