Shelter Mutual Insurance as of March 31, 2026
Portfolio Holdings for Shelter Mutual Insurance
Shelter Mutual Insurance holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.A) | 5.4 | $24M | 34.00 | 718140.00 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 5.4 | $24M | 315k | 77.11 | |
| iShares S&P 500 Index (IVV) | 4.7 | $21M | 33k | 653.21 | |
| Wal-Mart Stores (WMT) | 3.4 | $15M | 122k | 124.28 | |
| Caterpillar (CAT) | 3.3 | $15M | 21k | 708.46 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.2 | $15M | 161k | 90.53 | |
| Vanguard Total Stock Market ETF (VTI) | 3.1 | $14M | 44k | 320.81 | |
| Cme (CME) | 3.0 | $14M | 46k | 295.35 | |
| iShares Barclays Credit Bond Fund (USIG) | 3.0 | $14M | 264k | 51.23 | |
| Linde (LIN) | 2.9 | $13M | 26k | 495.76 | |
| Abbvie (ABBV) | 2.8 | $12M | 57k | 217.49 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.7 | $12M | 28k | 446.54 | |
| Visa (V) | 2.7 | $12M | 41k | 302.24 | |
| Oracle Corporation (ORCL) | 2.7 | $12M | 83k | 147.11 | |
| Deere & Company (DE) | 2.5 | $11M | 20k | 563.30 | |
| Exxon Mobil Corporation (XOM) | 2.5 | $11M | 65k | 169.66 | |
| iShares Lehman MBS Bond Fund (MBB) | 2.4 | $11M | 113k | 94.95 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 2.4 | $11M | 114k | 93.00 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.3 | $10M | 95k | 108.99 | |
| Lowe's Companies (LOW) | 2.2 | $9.7M | 41k | 236.28 | |
| International Business Machines (IBM) | 2.1 | $9.3M | 39k | 242.39 | |
| Illinois Tool Works (ITW) | 2.1 | $9.3M | 36k | 260.29 | |
| American Express Company (AXP) | 1.9 | $8.7M | 29k | 302.48 | |
| Procter & Gamble Company (PG) | 1.9 | $8.6M | 60k | 144.44 | |
| Union Pacific Corporation (UNP) | 1.9 | $8.6M | 36k | 242.62 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $8.5M | 29k | 294.16 | |
| Pepsi (PEP) | 1.8 | $7.9M | 51k | 155.29 | |
| Nextera Energy (NEE) | 1.7 | $7.7M | 83k | 92.88 | |
| Verisk Analytics (VRSK) | 1.7 | $7.5M | 40k | 189.75 | |
| BHP Billiton (BHP) | 1.5 | $6.9M | 95k | 72.74 | |
| Qualcomm (QCOM) | 1.5 | $6.6M | 51k | 128.78 | |
| Target Corporation (TGT) | 1.3 | $5.8M | 48k | 121.20 | |
| iShares Lehman Aggregate Bond (AGG) | 1.3 | $5.7M | 58k | 99.27 | |
| Vanguard Total Bond Market ETF (BND) | 1.3 | $5.6M | 77k | 73.64 | |
| Ishares Inc core msci emkt (IEMG) | 1.2 | $5.4M | 77k | 69.75 | |
| Invesco Taxable Municipal Bond otr (BAB) | 1.2 | $5.4M | 199k | 26.96 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.1 | $5.2M | 97k | 53.20 | |
| Booking Holdings (BKNG) | 1.0 | $4.6M | 1.1k | 4210.32 | |
| Gilead Sciences (GILD) | 1.0 | $4.5M | 32k | 139.37 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.9 | $4.2M | 49k | 86.58 | |
| Pfizer (PFE) | 0.9 | $4.1M | 146k | 28.08 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.8 | $3.4M | 84k | 40.47 | |
| Bristol Myers Squibb (BMY) | 0.7 | $3.3M | 54k | 60.65 | |
| Ishares Tr cmn (GOVT) | 0.7 | $3.1M | 137k | 22.91 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.6 | $2.6M | 38k | 68.78 | |
| Otis Worldwide Corp (OTIS) | 0.5 | $2.4M | 31k | 77.08 | |
| Markel Corporation (MKL) | 0.5 | $2.3M | 1.2k | 1914.07 | |
| Hasbro (HAS) | 0.5 | $2.2M | 24k | 93.60 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.7M | 3.5k | 479.20 | |
| Constellation Brands (STZ) | 0.3 | $1.5M | 10k | 150.00 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $932k | 12k | 79.27 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $903k | 11k | 82.75 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $844k | 33k | 25.64 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $841k | 11k | 77.18 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $591k | 5.9k | 100.72 | |
| JP Morgan US Aggregate Bond (BBAG) | 0.1 | $480k | 10k | 46.16 | |
| Ishares Tr aaa a rated cp (QLTA) | 0.1 | $476k | 10k | 47.61 | |
| Ishares Tr msci usavalfct (VLUE) | 0.1 | $375k | 2.7k | 141.00 |
