Shelter Mutual Insurance as of Dec. 31, 2025
Portfolio Holdings for Shelter Mutual Insurance
Shelter Mutual Insurance holds 58 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 5.7 | $26M | 34.00 | 754800.00 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 5.3 | $24M | 315k | 75.44 | |
| iShares S&P 500 Index (IVV) | 4.9 | $22M | 32k | 684.94 | |
| Oracle Corporation (ORCL) | 3.6 | $16M | 83k | 194.91 | |
| Vanguard Total Stock Market ETF (VTI) | 3.3 | $15M | 44k | 335.27 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.2 | $14M | 161k | 89.46 | |
| Visa (V) | 3.2 | $14M | 41k | 350.71 | |
| iShares Barclays Credit Bond Fund (USIG) | 3.2 | $14M | 274k | 51.76 | |
| Wal-Mart Stores (WMT) | 3.0 | $14M | 122k | 111.42 | |
| Abbvie (ABBV) | 2.9 | $13M | 57k | 228.49 | |
| Cme (CME) | 2.8 | $13M | 46k | 273.08 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.8 | $13M | 28k | 453.36 | |
| Caterpillar (CAT) | 2.6 | $12M | 21k | 572.87 | |
| International Business Machines (IBM) | 2.5 | $11M | 39k | 296.21 | |
| Linde (LIN) | 2.5 | $11M | 26k | 426.39 | |
| American Express Company (AXP) | 2.4 | $11M | 29k | 369.95 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.3 | $11M | 95k | 110.19 | |
| iShares Lehman MBS Bond Fund (MBB) | 2.3 | $10M | 110k | 95.22 | |
| Lowe's Companies (LOW) | 2.2 | $9.9M | 41k | 241.16 | |
| Deere & Company (DE) | 2.1 | $9.5M | 20k | 465.57 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $9.3M | 29k | 322.22 | |
| Verisk Analytics (VRSK) | 2.0 | $8.9M | 40k | 223.69 | |
| Illinois Tool Works (ITW) | 2.0 | $8.8M | 36k | 246.30 | |
| Qualcomm (QCOM) | 1.9 | $8.7M | 51k | 171.05 | |
| Procter & Gamble Company (PG) | 1.9 | $8.6M | 60k | 143.31 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 1.9 | $8.4M | 114k | 73.48 | |
| Union Pacific Corporation (UNP) | 1.8 | $8.2M | 36k | 231.32 | |
| Exxon Mobil Corporation (XOM) | 1.7 | $7.8M | 65k | 120.34 | |
| Pepsi (PEP) | 1.6 | $7.3M | 51k | 143.52 | |
| Nextera Energy (NEE) | 1.5 | $6.6M | 83k | 80.28 | |
| Booking Holdings (BKNG) | 1.3 | $5.9M | 1.1k | 5355.33 | |
| iShares Lehman Aggregate Bond (AGG) | 1.3 | $5.8M | 58k | 99.88 | |
| BHP Billiton (BHP) | 1.3 | $5.7M | 95k | 60.37 | |
| Vanguard Total Bond Market ETF (BND) | 1.3 | $5.7M | 77k | 74.07 | |
| Invesco Taxable Municipal Bond otr (BAB) | 1.2 | $5.4M | 199k | 27.20 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.2 | $5.2M | 97k | 53.88 | |
| Ishares Inc core msci emkt (IEMG) | 1.2 | $5.2M | 77k | 67.22 | |
| Target Corporation (TGT) | 1.0 | $4.7M | 48k | 97.75 | |
| Ishares Core Intl Stock Etf core (IXUS) | 1.0 | $4.3M | 51k | 84.59 | |
| Gilead Sciences (GILD) | 0.9 | $3.9M | 32k | 122.74 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.9 | $3.9M | 84k | 45.89 | |
| Pfizer (PFE) | 0.8 | $3.6M | 146k | 24.90 | |
| Ishares Tr cmn (GOVT) | 0.7 | $3.2M | 138k | 23.03 | |
| Bristol Myers Squibb (BMY) | 0.6 | $2.9M | 54k | 53.94 | |
| Otis Worldwide Corp (OTIS) | 0.6 | $2.7M | 31k | 87.35 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.6 | $2.6M | 38k | 69.52 | |
| Markel Corporation (MKL) | 0.6 | $2.6M | 1.2k | 2149.65 | |
| Hasbro (HAS) | 0.4 | $1.9M | 24k | 82.00 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.7M | 3.5k | 502.65 | |
| Constellation Brands (STZ) | 0.3 | $1.4M | 10k | 137.96 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $938k | 12k | 79.73 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $914k | 11k | 83.75 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $849k | 11k | 77.88 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $847k | 33k | 25.75 | |
| JP Morgan US Aggregate Bond (BBAG) | 0.1 | $483k | 10k | 46.42 | |
| Ishares Tr aaa a rated cp (QLTA) | 0.1 | $481k | 10k | 48.09 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $383k | 3.8k | 101.67 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $383k | 4.0k | 96.27 |
