Shelter Mutual Insurance Co
13F Reported Value
ⓘ$472.8M
Holdings
58
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
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Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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ISHARES TR - COM
—Quality
$31.7M42,264 shVANGUARD STAR FDS - COM
—Quality
$26.9M314,823 sh- 73.8#126
Quality
$25.5M34 sh - 66.5
Quality
$17.8M16,740 sh VANGUARD INDEX FDS - COM
—Quality
$16.2M43,850 shISHARES TR - COM
—Quality
$15.5M160,575 sh- 72.6
Quality
$14.3M56,925 sh - 82.9
Quality
$13.9M40,610 sh - 60.2
Quality
$13.8M121,766 sh - —
Quality
$13.7M26,440 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - COM | — | $31.7M | 42,264 |
| VANGUARD STAR FDS - COM | — | $26.9M | 314,823 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8#126 | $25.5M | 34 |
 CATERPILLAR INC$CAT | 66.5 | $17.8M | 16,740 |
| VANGUARD INDEX FDS - COM | — | $16.2M | 43,850 |
| ISHARES TR - COM | — | $15.5M | 160,575 |
 AbbVie Inc.$ABBV | 72.6 | $14.3M | 56,925 |
 VISA INC.$V | 82.9 | $13.9M | 40,610 |
 Walmart Inc.$WMT | 60.2 | $13.8M | 121,766 |
 LINDE PLC$LIN | — | $13.7M | 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
$163.8M
Financials
$78.2M
Industrials
$60.9M
Healthcare
$38.7M
Consumer Discretionary
$35.9M
Technology
$28.1M
Materials
$21.6M
Energy
$17.7M
Full Holdings — Shelter Mutual Insurance Co (Q2 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 | — | ISHARES TR - COM | $31.7M | 6.7% | +30% | — |
| 2 | — | VANGUARD STAR FDS - COM | $26.9M | 5.7% | +0% | — |
| 3 | $BRK.A | BERKSHIRE HATHAWAY INC | $25.5M | 5.4% | +0% | 73.8 |
| 4 | $CAT | CATERPILLAR INC | $17.8M | 3.8% | -19% | 66.5 |
| 5 | — | VANGUARD INDEX FDS - COM | $16.2M | 3.4% | +0% | — |
| 6 | — | ISHARES TR - COM | $15.5M | 3.3% | +0% | — |
| 7 | $ABBV | AbbVie Inc. | $14.3M | 3.0% | +0% | 72.6 |
| 8 | $V | VISA INC. | $13.9M | 3.0% | +0% | 82.9 |
| 9 | $WMT | Walmart Inc. | $13.8M | 2.9% | +0% | 60.2 |
| 10 | $LIN | LINDE PLC | $13.7M | 2.9% | +0% | — |
| 11 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $13.7M | 2.9% | +0% | 75.4 |
| 12 | — | ISHARES TR - COM | $13.5M | 2.9% | +0% | — |
| 13 |  $DE | DEERE & CO | $12.9M | 2.7% | +0% | 55.4 |
| 14 |  $ORCL | ORACLE CORP | $12.1M | 2.6% | +0% | 66.2 |
| 15 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $10.8M | 2.3% | +0% | 70 |
| 16 | — | ISHARES TR - COM | $10.7M | 2.3% | +0% | — |
| 17 | — | ISHARES TR - COM | $10.4M | 2.2% | +0% | — |
| 18 |  $CME | CME GROUP INC. | $10.1M | 2.1% | +0% | 69.5 |
| 19 |  $AXP | AMERICAN EXPRESS CO | $9.7M | 2.1% | +0% | 69.4 |
| 20 |  $ITW | ILLINOIS TOOL WORKS INC | $9.7M | 2.0% | +0% | 63.6 |
| 21 |  $UNP | UNION PACIFIC CORP | $9.7M | 2.0% | +0% | 69.7 |
| 22 |  $JPM | JPMORGAN CHASE & CO | $9.5M | 2.0% | +0% | 70.7 |
| 23 |  $LOW | LOWES COMPANIES INC | $9.1M | 1.9% | +0% | 60.8 |
| 24 |  $XOM.R34088 | EXXON MOBIL CORP | $8.9M | 1.9% | +0% | 57.9 |
| 25 |  $SHEL | Shell plc | $8.8M | 1.9% | +0% | — |
| 26 |  $PG | PROCTER & GAMBLE Co | $8.8M | 1.9% | +0% | 64.6 |
| 27 |  $BHP | BHP Group Ltd | $7.9M | 1.7% | +0% | — |
| 28 |  $NEE | NEXTERA ENERGY INC | $7.2M | 1.5% | +0% | 64.6 |
| 29 |  $VRSK | Verisk Analytics, Inc. | $7.1M | 1.5% | +0% | 71.2 |
| 30 |  $PEP | PEPSICO INC | $6.9M | 1.5% | +0% | 63.4 |
| 31 |  $QCOM | QUALCOMM INC/DE | $6.6M | 1.4% | -30% | 70.5 |
| 32 | — | ISHARES INC - COM | $6.4M | 1.4% | +0% | — |
| 33 |  $TGT | TARGET CORP | $6.2M | 1.3% | +0% | 60.7 |
| 34 | — | ISHARES TR - COM | $5.7M | 1.2% | +0% | — |
| 35 | — | VANGUARD BD INDEX FDS - COM | $5.6M | 1.2% | +0% | — |
| 36 |  $IVZ | Invesco Ltd. | $5.3M | 1.1% | +0% | — |
| 37 | — | ISHARES TR - COM | $5.2M | 1.1% | +0% | — |
| 38 |  $BKNG | Booking Holdings Inc. | $4.9M | 1.0% | +2400% | 58.5 |
| 39 | — | ISHARES TR - COM | $4.7M | 1.0% | +0% | — |
| 40 |  $GILD | GILEAD SCIENCES, INC. | $4.1M | 0.9% | +0% | 57.4 |
| 41 |  $BN | BROOKFIELD Corp /ON/ | $3.6M | 0.8% | +0% | — |
| 42 |  $PFE | PFIZER INC | $3.5M | 0.7% | +0% | 62 |
| 43 | — | ISHARES TR - COM | $3.1M | 0.7% | +0% | — |
| 44 |  $BMY | BRISTOL MYERS SQUIBB CO | $3.1M | 0.7% | +0% | 70.4 |
| 45 | — | VANGUARD BD INDEX FDS - COM | $2.6M | 0.6% | +0% | — |
| 46 |  $MKL | MARKEL GROUP INC. | $2.3M | 0.5% | +0% | 60.2 |
| 47 |  $OTIS | Otis Worldwide Corp | $2.2M | 0.5% | +0% | 61.3 |
| 48 |  $HAS | HASBRO, INC. | $2.0M | 0.4% | +0% | 64.1 |
| 49 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.7M | 0.4% | +0% | 73.8 |
| 50 |  $STZ | CONSTELLATION BRANDS, INC. | $1.4M | 0.3% | +0% | 59.8 |
| 51 | — | VANGUARD SCOTTSDALE FDS - COM | $929,551 | 0.2% | +0% | — |
| 52 | — | VANGUARD SCOTTSDALE FDS - COM | $902,290 | 0.2% | +0% | — |
| 53 | — | SPDR SERIES TRUST - COM | $839,279 | 0.2% | +0% | — |
| 54 | — | VANGUARD BD INDEX FDS - COM | $836,030 | 0.2% | +0% | — |
| 55 | — | ISHARES TR - COM | $588,854 | 0.1% | +0% | — |
| 56 | — | ISHARES TR - COM | $530,948 | 0.1% | +0% | — |
| 57 | — | J P MORGAN EXCHANGE TRADED F - COM | $477,880 | 0.1% | +0% | — |
| 58 | — | ISHARES TR - COM | $475,300 | 0.1% | +0% | — |
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