Shelter Mutual Insurance Co
13F Reported Value
ⓘ$449.8M
Holdings
58
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Shelter Mutual Insurance Co disclosed 58 positions worth $449.8M in its Form 13F-HR for Q1 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 5.4% of the equity portfolio. The portfolio is most concentrated in Other (32.5% of disclosed assets). All figures are sourced directly from Shelter Mutual Insurance Co’s Form 13F-HR filing with the SEC under CIK 1455288.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$24.4M34 sh VANGUARD STAR FDS
—Quality
$24.3M314,823 shISHARES TR
—Quality
$21.2M32,494 sh- 63.2
Quality
$15.1M121,766 sh - 67.8
Quality
$14.7M20,730 sh ISHARES TR
—Quality
$14.5M160,575 shVANGUARD INDEX FDS
—Quality
$14.1M43,850 sh- 74.5
Quality
$13.6M45,920 sh ISHARES TR
—Quality
$13.5M263,974 sh- —
Quality
$13.1M26,440 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $24.4M | 34 |
| VANGUARD STAR FDS | — | $24.3M | 314,823 |
| ISHARES TR | — | $21.2M | 32,494 |
 Walmart Inc.$WMT | 63.2 | $15.1M | 121,766 |
 CATERPILLAR INC$CAT | 67.8 | $14.7M | 20,730 |
| ISHARES TR | — | $14.5M | 160,575 |
| VANGUARD INDEX FDS | — | $14.1M | 43,850 |
 CME GROUP INC.$CME | 74.5 | $13.6M | 45,920 |
| ISHARES TR | — | $13.5M | 263,974 |
 LINDE PLC$LIN | — | $13.1M | 26,440 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Shelter Mutual Insurance Co's 58 positions.
Showing top 10 of 58 holdings.
Sector Allocation
Other
$146.1M
Financials
$76.8M
Industrials
$53.4M
Consumer Discretionary
$37.5M
Healthcare
$36.5M
Technology
$28.7M
Energy
$21.6M
Materials
$20.0M
Full Holdings — Shelter Mutual Insurance Co (Q1 2026)
All 58 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.A | BERKSHIRE HATHAWAY INC | $24.4M | 5.4% | +0% | 64.5 |
| 2 | — | VANGUARD STAR FDS | $24.3M | 5.4% | +0% | — |
| 3 | — | ISHARES TR | $21.2M | 4.7% | +2% | — |
| 4 | $WMT | Walmart Inc. | $15.1M | 3.4% | +0% | 63.2 |
| 5 | $CAT | CATERPILLAR INC | $14.7M | 3.3% | +0% | 67.8 |
| 6 | — | ISHARES TR | $14.5M | 3.2% | +0% | — |
| 7 | — | VANGUARD INDEX FDS | $14.1M | 3.1% | +0% | — |
| 8 | $CME | CME GROUP INC. | $13.6M | 3.0% | +0% | 74.5 |
| 9 | — | ISHARES TR | $13.5M | 3.0% | -4% | — |
| 10 | $LIN | LINDE PLC | $13.1M | 2.9% | +0% | — |
| 11 |  $ABBV | AbbVie Inc. | $12.4M | 2.8% | +0% | 59.3 |
| 12 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $12.3M | 2.7% | +0% | 76.6 |
| 13 |  $V | VISA INC. | $12.3M | 2.7% | +0% | 83.5 |
| 14 |  $ORCL | ORACLE CORP | $12.2M | 2.7% | +0% | 67.2 |
| 15 |  $DE | DEERE & CO | $11.4M | 2.5% | +0% | 57.4 |
| 16 |  $XOM | EXXON MOBIL CORP | $11.1M | 2.5% | +0% | 61.8 |
| 17 | — | ISHARES TR | $10.7M | 2.4% | +3% | — |
| 18 |  $SHEL | Shell plc | $10.6M | 2.4% | +0% | — |
| 19 | — | ISHARES TR | $10.4M | 2.3% | +0% | — |
| 20 |  $LOW | LOWES COMPANIES INC | $9.7M | 2.2% | +0% | 63.5 |
| 21 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $9.3M | 2.1% | +0% | 66.7 |
| 22 |  $ITW | ILLINOIS TOOL WORKS INC | $9.3M | 2.1% | +0% | 71.2 |
| 23 |  $AXP | AMERICAN EXPRESS CO | $8.7M | 1.9% | +0% | 73.2 |
| 24 |  $PG | PROCTER & GAMBLE Co | $8.6M | 1.9% | +0% | 72.9 |
| 25 |  $UNP | UNION PACIFIC CORP | $8.6M | 1.9% | +0% | 74 |
| 26 |  $JPM | JPMORGAN CHASE & CO | $8.5M | 1.9% | +0% | 35.6 |
| 27 |  $PEP | PEPSICO INC | $7.9M | 1.8% | +0% | 62.7 |
| 28 |  $NEE | NEXTERA ENERGY INC | $7.7M | 1.7% | +0% | 71.7 |
| 29 |  $VRSK | Verisk Analytics, Inc. | $7.5M | 1.7% | +0% | 77.3 |
| 30 |  $BHP | BHP Group Ltd | $6.9M | 1.5% | +0% | — |
| 31 |  $QCOM | QUALCOMM INC/DE | $6.6M | 1.5% | +0% | 81.9 |
| 32 |  $TGT | TARGET CORP | $5.8M | 1.3% | +0% | 53.1 |
| 33 | — | ISHARES TR | $5.7M | 1.3% | +0% | — |
| 34 | — | VANGUARD BD INDEX FDS | $5.6M | 1.3% | +0% | — |
| 35 | — | ISHARES INC | $5.4M | 1.2% | +0% | — |
| 36 |  $IVZ | Invesco Ltd. | $5.4M | 1.2% | +0% | — |
| 37 | — | ISHARES TR | $5.2M | 1.1% | +0% | — |
| 38 |  $BKNG | Booking Holdings Inc. | $4.6M | 1.0% | +0% | 55.3 |
| 39 |  $GILD | GILEAD SCIENCES, INC. | $4.5M | 1.0% | +0% | 77.8 |
| 40 | — | ISHARES TR | $4.2M | 0.9% | -4% | — |
| 41 |  $PFE | PFIZER INC | $4.1M | 0.9% | +0% | 69 |
| 42 |  $BN | BROOKFIELD Corp /ON/ | $3.4M | 0.8% | +0% | — |
| 43 |  $BMY | BRISTOL MYERS SQUIBB CO | $3.3M | 0.7% | +0% | 70.1 |
| 44 | — | ISHARES TR | $3.1M | 0.7% | -0% | — |
| 45 | — | VANGUARD BD INDEX FDS | $2.6M | 0.6% | +0% | — |
| 46 |  $OTIS | Otis Worldwide Corp | $2.4M | 0.5% | +0% | 60.3 |
| 47 |  $MKL | MARKEL GROUP INC. | $2.3M | 0.5% | +0% | 68.2 |
| 48 |  $HAS | HASBRO, INC. | $2.2M | 0.5% | +0% | 43.1 |
| 49 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.7M | 0.4% | +0% | 64.5 |
| 50 |  $STZ | CONSTELLATION BRANDS, INC. | $1.5M | 0.3% | +0% | 65 |
| 51 | — | VANGUARD SCOTTSDALE FDS | $932,374 | 0.2% | +0% | — |
| 52 | — | VANGUARD SCOTTSDALE FDS | $903,382 | 0.2% | +0% | — |
| 53 | — | SPDR SERIES TRUST | $843,556 | 0.2% | +0% | — |
| 54 | — | VANGUARD BD INDEX FDS | $841,262 | 0.2% | +0% | — |
| 55 | — | ISHARES TR | $591,025 | 0.1% | +56% | — |
| 56 | — | J P MORGAN EXCHANGE TRADED F | $480,064 | 0.1% | +0% | — |
| 57 | — | ISHARES TR | $476,100 | 0.1% | +0% | — |
| 58 | — | ISHARES TR | $374,650 | 0.1% | -97% | — |
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