Shelter Mutual Insurance as of June 30, 2026
Portfolio Holdings for Shelter Mutual Insurance
Shelter Mutual Insurance holds 58 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 6.7 | $32M | 42k | 748.89 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 5.7 | $27M | 315k | 85.49 | |
| Berkshire Hathaway (BRK.A) | 5.4 | $26M | 34.00 | 748850.00 | |
| Caterpillar (CAT) | 3.8 | $18M | 17k | 1064.90 | |
| Vanguard Total Stock Market ETF (VTI) | 3.4 | $16M | 44k | 370.04 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.3 | $16M | 161k | 96.58 | |
| Abbvie (ABBV) | 3.0 | $14M | 57k | 251.64 | |
| Visa (V) | 2.9 | $14M | 41k | 343.09 | |
| Wal-Mart Stores (WMT) | 2.9 | $14M | 122k | 113.26 | |
| Linde (LIN) | 2.9 | $14M | 26k | 518.94 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.9 | $14M | 28k | 496.73 | |
| iShares Barclays Credit Bond Fund (USIG) | 2.9 | $14M | 264k | 51.28 | |
| Deere & Company (DE) | 2.7 | $13M | 20k | 634.33 | |
| Oracle Corporation (ORCL) | 2.6 | $12M | 83k | 146.55 | |
| International Business Machines (IBM) | 2.3 | $11M | 39k | 281.21 | |
| iShares Lehman MBS Bond Fund (MBB) | 2.3 | $11M | 113k | 94.52 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.2 | $10M | 95k | 109.07 | |
| Cme (CME) | 2.1 | $10M | 46k | 220.83 | |
| American Express Company (AXP) | 2.1 | $9.7M | 29k | 338.25 | |
| Illinois Tool Works (ITW) | 2.1 | $9.7M | 36k | 270.47 | |
| Union Pacific Corporation (UNP) | 2.0 | $9.7M | 36k | 272.00 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $9.5M | 29k | 327.33 | |
| Lowe's Companies (LOW) | 1.9 | $9.1M | 41k | 220.49 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $8.9M | 65k | 136.72 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 1.9 | $8.8M | 114k | 77.54 | |
| Procter & Gamble Company (PG) | 1.9 | $8.8M | 60k | 146.64 | |
| BHP Billiton (BHP) | 1.7 | $7.9M | 95k | 83.31 | |
| Nextera Energy (NEE) | 1.5 | $7.2M | 83k | 87.77 | |
| Verisk Analytics (VRSK) | 1.5 | $7.1M | 40k | 179.53 | |
| Pepsi (PEP) | 1.5 | $6.9M | 51k | 135.40 | |
| Qualcomm (QCOM) | 1.4 | $6.6M | 36k | 184.79 | |
| Ishares Inc core msci emkt (IEMG) | 1.4 | $6.4M | 77k | 82.84 | |
| Target Corporation (TGT) | 1.3 | $6.2M | 48k | 130.61 | |
| iShares Lehman Aggregate Bond (AGG) | 1.2 | $5.7M | 58k | 98.98 | |
| Vanguard Total Bond Market ETF (BND) | 1.2 | $5.6M | 77k | 73.41 | |
| Invesco Taxable Municipal Bond otr (BAB) | 1.1 | $5.3M | 199k | 26.84 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 1.1 | $5.2M | 97k | 53.16 | |
| Booking Holdings (BKNG) | 1.0 | $4.9M | 28k | 178.24 | |
| Ishares Core Intl Stock Etf core (IXUS) | 1.0 | $4.7M | 49k | 95.52 | |
| Gilead Sciences (GILD) | 0.9 | $4.1M | 32k | 126.34 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.8 | $3.6M | 84k | 42.59 | |
| Pfizer (PFE) | 0.7 | $3.5M | 146k | 24.08 | |
| Ishares Tr cmn (GOVT) | 0.7 | $3.1M | 137k | 22.78 | |
| Bristol Myers Squibb (BMY) | 0.7 | $3.1M | 54k | 57.62 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.6 | $2.6M | 38k | 68.93 | |
| Markel Corporation (MKL) | 0.5 | $2.3M | 1.2k | 1953.01 | |
| Otis Worldwide Corp (OTIS) | 0.5 | $2.2M | 31k | 71.60 | |
| Hasbro (HAS) | 0.4 | $2.0M | 24k | 82.59 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.7M | 3.5k | 500.39 | |
| Constellation Brands (STZ) | 0.3 | $1.4M | 10k | 139.09 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $930k | 12k | 79.03 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.2 | $902k | 11k | 82.65 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $839k | 33k | 25.51 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $836k | 11k | 76.70 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $589k | 5.9k | 100.35 | |
| Ishares Tr msci usavalfct (VLUE) | 0.1 | $531k | 2.7k | 199.83 | |
| JP Morgan US Aggregate Bond (BBAG) | 0.1 | $478k | 10k | 45.95 | |
| Ishares Tr aaa a rated cp (QLTA) | 0.1 | $475k | 10k | 47.53 |
