Shelter Mutual Insurance Co
Sector Allocation
- Other34.6%$163.8M
- Financials16.5%$78.2M
- Industrials11.1%$52.3M
- Healthcare8.2%$38.7M
- Consumer Staples7.8%$37.1M
- Technology7.8%$36.7M
- Materials4.6%$21.6M
- Energy3.8%$17.7M
- Consumer Discretionary3.4%$15.9M
- Utilities1.5%$7.2M
AUM History
13fpro.ai/research/fund/shelter-mutual-insurance-co-1455288
Conviction and streaks
Concentrating · top 10 = 40.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$31.7M
- VANGUARD$26.9M
BRK.A
$25.5MCAT
$17.8M- VANGUARD$16.2M
- ISHARES$15.5M
ABBV
$14.3MV
$13.9MWMT
$13.8MLIN
$13.7MVRTX
$13.7M- ISHARES$13.5M
DE
$12.9MORCL
$12.1MIBM
$10.8M- ISHARES$10.7M
- ISHARES$10.4M
CME
$10.1MAXP
$9.7MITW
$9.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/shelter-mutual-insurance-co-1455288
Shelter Mutual Insurance Co 13F holdings — Q2 2026
$472.8M portfolio (+5.1% QoQ) · 58 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
- 1
ISHARES TR - COM
$31.7M
6.7% of stocks
+30%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD STAR FDS - COM
$26.9M
5.7% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $25.5M
5.4% of stocks
No changeThis quarter—Since filed10+ qtrsHeld$17.8M
3.8% of stocks
-19%This quarter-17.9%Since filed10+ qtrsHeld- 5
VANGUARD INDEX FDS - COM
$16.2M
3.4% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - COM
$15.5M
3.3% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $14.3M
3.0% of stocks
No changeThis quarter+14.7%Since filed10+ qtrsHeld$13.9M
3.0% of stocks
No changeThis quarter+11.4%Since filed10+ qtrsHeld$13.8M
2.9% of stocks
No changeThis quarter+6.2%Since filed10+ qtrsHeld$13.7M
2.9% of stocks
No changeThis quarter+3.5%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - COM | $31.7M | 6.7% | +30% | — | — | — | — | |
| 2 | VANGUARD STAR FDS - COM | $26.9M | 5.7% | No change | — | — | — | — | |
| 3 | $25.5M | 5.4% | No change | — | 10+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $17.8M | 3.8% | -19% | -17.9% | 10+ qtrs | 66.6#398 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INDEX FDS - COM | $16.2M | 3.4% | No change | — | — | — | — | |
| 6 | ISHARES TR - COM | $15.5M | 3.3% | No change | — | — | — | — | |
| 7 | $14.3M | 3.0% | No change | +14.7% | 10+ qtrs | 72.6#144 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $13.9M | 3.0% | No change | +11.4% | 10+ qtrs | 82.6#12 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $13.8M | 2.9% | No change | +6.2% | 10+ qtrs | 60.1#878 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $13.7M | 2.9% | No change | +3.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Shelter Mutual Insurance Co (Q2 2026)
58 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $13.7M | 2.9% | 28K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - COMetf/fund | — | $13.5M | 2.9% | 264K | — | — | — | 13F |
| 13 | DEERE & CO | Industrials | $12.9M | 2.7% | 20K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ORACLE CORP | Technology | $12.1M | 2.6% | 83K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $10.8M | 2.3% | 38K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - COMetf/fund | — | $10.7M | 2.3% | 113K | — | — | — | 13F |
| 17 | — | ISHARES TR - COMetf/fund | — | $10.4M | 2.2% | 95K | — | — | — | 13F |
| 18 | CME GROUP INC. | Financials | $10.1M | 2.1% | 46K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMERICAN EXPRESS CO | Financials | $9.7M | 2.1% | 29K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ILLINOIS TOOL WORKS INC | Industrials | $9.7M | 2.0% | 36K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | UNION PACIFIC CORP | Industrials | $9.7M | 2.0% | 36K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JPMORGAN CHASE & CO | Financials | $9.5M | 2.0% | 29K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | LOWES COMPANIES INC | Consumer Discretionary | $9.1M | 1.9% | 41K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | EXXON MOBIL CORP | Energy | $8.9M | 1.9% | 65K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Shell plc | Energy | $8.8M | 1.9% | 114K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $8.8M | 1.9% | 60K | — | |||
| 27 | $BHP | BHP Group Ltd | Materials | $7.9M | 1.7% | 95K | — | |||
| 28 | $NEE | NEXTERA ENERGY INC | Utilities | $7.2M | 1.5% | 83K | — | |||
| 29 | $VRSK | Verisk Analytics, Inc. | Technology | $7.1M | 1.5% | 40K | — | |||
| 30 | $PEP | PEPSICO INC | Consumer Staples | $6.9M | 1.5% | 51K | — | |||
| 31 | $QCOM | QUALCOMM INC/DE | Technology | $6.6M | 1.4% | 36K | -30% | |||
| 32 | — | ISHARES INC - COM | — | $6.4M | 1.4% | 77K | — | |||
| 33 | $TGT | TARGET CORP | Consumer Staples | $6.2M | 1.3% | 48K | — | |||
| 34 | — | ISHARES TR - COM | — | $5.7M | 1.2% | 58K | — | |||
| 35 | — | VANGUARD BD INDEX FDS - COM | — | $5.6M | 1.2% | 77K | — | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $5.3M | 1.1% | 199K | — | |||
| 37 | — | ISHARES TR - COM | — | $5.2M | 1.1% | 97K | — | |||
| 38 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $4.9M | 1.0% | 28K | +2400% | |||
| 39 | — | ISHARES TR - COM | — | $4.7M | 1.0% | 49K | — | |||
| 40 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $4.1M | 0.9% | 32K | — | |||
| 41 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $3.6M | 0.8% | 84K | — | |||
| 42 | $PFE | PFIZER INC | Healthcare | $3.5M | 0.7% | 146K | — | |||
| 43 | — | ISHARES TR - COM | — | $3.1M | 0.7% | 137K | — | |||
| 44 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $3.1M | 0.7% | 54K | — | |||
| 45 | — | VANGUARD BD INDEX FDS - COM | — | $2.6M | 0.6% | 38K | — | |||
| 46 | $MKL | MARKEL GROUP INC. | Financials | $2.3M | 0.5% | 1,200 | — | |||
| 47 | $OTIS | Otis Worldwide Corp | Industrials | $2.2M | 0.5% | 31K | — | |||
| 48 | $HAS | HASBRO, INC. | Consumer Discretionary | $2.0M | 0.4% | 24K | — | |||
| 49 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.7M | 0.4% | 3,474 | — | |||
| 50 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $1.4M | 0.3% | 10K | — | |||
| 51 | — | VANGUARD SCOTTSDALE FDS - COM | — | $930K | 0.2% | 12K | — | |||
| 52 | — | VANGUARD SCOTTSDALE FDS - COM | — | $902K | 0.2% | 11K | — | |||
| 53 | — | SPDR SERIES TRUST - COM | — | $839K | 0.2% | 33K | — | |||
| 54 | — | VANGUARD BD INDEX FDS - COM | — | $836K | 0.2% | 11K | — | |||
| 55 | — | ISHARES TR - COM | — | $589K | 0.1% | 5,868 | — | |||
| 56 | — | ISHARES TR - COM | — | $531K | 0.1% | 2,657 | — | |||
| 57 | — | J P MORGAN EXCHANGE TRADED F - COM | — | $478K | 0.1% | 10K | — | |||
| 58 | — | ISHARES TR - COM | — | $475K | 0.1% | 10K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 2 added to, 2 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (2)
- ISHARES TR - COM+30%
now $31.7M
$BKNGBooking Holdings Inc.+2400%
now $4.9M · held 10+ qtrs
Trimmed (2)
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Shelter Mutual Insurance Co has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Shelter Mutual Insurance?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Shelter Mutual Insurance's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.9%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 5% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Shelter Mutual Insurance Co disclosed 58 positions worth $472.8M in its Form 13F-HR for Q2 2026. The portfolio is most concentrated in Other (34.6% of disclosed assets). All figures are sourced directly from Shelter Mutual Insurance Co’s Form 13F-HR filing with the SEC under CIK 1455288.
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AI-Powered Hedge Fund Analysis: Shelter Mutual Insurance Co
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Every holding in Shelter Mutual Insurance Co's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.