Shelter Mutual Insurance Co
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$449.8M
Q ending 2026-03-31
Prior quarter
$448.3M
Q ending 2025-12-31
Change
+0.3% QoQ · +8.4% YoY
Positions
58
reported holdings
Largest positions
All 58 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/A | Shares | $24.4M | 34 |
| Vanguard Star Fds | VXUS | Shares | $24.3M | 315K |
| Ishares Tr | IVV | Shares | $21.2M | 32K |
| Walmart Inc | WMT | Shares | $15.1M | 122K |
| Caterpillar Inc | CAT | Shares | $14.7M | 21K |
| Ishares Tr | IEFA | Shares | $14.5M | 161K |
| Vanguard Index Fds | VTI | Shares | $14.1M | 44K |
| Cme Group Inc | CME | Shares | $13.6M | 46K |
| Ishares Tr | USIG | Shares | $13.5M | 264K |
| Linde Plc | Shares | $13.1M | 26K | |
| Abbvie Inc | ABBV | Shares | $12.4M | 57K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $12.3M | 28K |
| Visa Inc | V | Shares | $12.3M | 41K |
| Oracle Corp | ORCL | Shares | $12.2M | 83K |
| Deere & Co | DE | Shares | $11.4M | 20K |
| Exxon Mobil Corp | XOM | Shares | $11.1M | 65K |
| Ishares Tr | MBB | Shares | $10.7M | 113K |
| Shell Plc | SHEL | Shares | $10.6M | 114K |
| Ishares Tr | LQD | Shares | $10.4M | 95K |
| Lowes Cos Inc | LOW | Shares | $9.7M | 41K |
| International Business Machs | IBM | Shares | $9.3M | 38K |
| Illinois Tool Wks Inc | ITW | Shares | $9.3M | 36K |
| American Express Co | AXP | Shares | $8.7M | 29K |
| Procter And Gamble Co | PG | Shares | $8.6M | 60K |
| Union Pac Corp | UNP | Shares | $8.6M | 36K |
| Jpmorgan Chase & Co. | JPM | Shares | $8.5M | 29K |
| Pepsico Inc | PEP | Shares | $7.9M | 51K |
| Nextera Energy Inc | NEE | Shares | $7.7M | 83K |
| Verisk Analytics Inc | VRSK | Shares | $7.5M | 40K |
| Bhp Group Ltd | BHP | Shares | $6.9M | 95K |
| Qualcomm Inc | QCOM | Shares | $6.6M | 51K |
| Target Corp | TGT | Shares | $5.8M | 48K |
| Ishares Tr | AGG | Shares | $5.7M | 58K |
| Vanguard Bd Index Fds | BND | Shares | $5.6M | 77K |
| Ishares Inc | IEMG | Shares | $5.4M | 77K |
| Invesco Exch Traded Fd Tr Ii | BAB | Shares | $5.4M | 199K |
| Ishares Tr | IGIB | Shares | $5.2M | 97K |
| Booking Holdings Inc | BKNG | Shares | $4.6M | 1K |
| Gilead Sciences Inc | GILD | Shares | $4.5M | 32K |
| Ishares Tr | IXUS | Shares | $4.2M | 49K |
| Pfizer Inc | PFE | Shares | $4.1M | 146K |
| Brookfield Corp | BN | Shares | $3.4M | 84K |
| Bristol-Myers Squibb Co | BMY | Shares | $3.3M | 54K |
| Ishares Tr | GOVT | Shares | $3.1M | 137K |
| Vanguard Bd Index Fds | BLV | Shares | $2.6M | 38K |
| Otis Worldwide Corp | OTIS | Shares | $2.4M | 31K |
| Markel Group Inc | MKL | Shares | $2.3M | 1K |
| Hasbro Inc | HAS | Shares | $2.2M | 24K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.7M | 3K |
| Constellation Brands Inc | STZ | Shares | $1.5M | 10K |
| Vanguard Scottsdale Fds | VCSH | Shares | $932K | 12K |
| Vanguard Scottsdale Fds | VCIT | Shares | $903K | 11K |
| Spdr Series Trust | SPAB | Shares | $844K | 33K |
| Vanguard Bd Index Fds | BIV | Shares | $841K | 11K |
| Ishares Tr | TLH | Shares | $591K | 6K |
| J P Morgan Exchange Traded F | BBAG | Shares | $480K | 10K |
| Ishares Tr | QLTA | Shares | $476K | 10K |
| Ishares Tr | VLUE | Shares | $375K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.