Shelter Mutual Insurance Co Portfolio Stock Holdings
Shelter Mutual Insurance Co disclosed 58 stock positions valued at approximately $449.8 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, VANGUARD STAR FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 58
- Portfolio Value
- $449.8M
Holdings by Sector
Shelter Mutual Insurance Co Portfolio Holdings in Q1 2026
58 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 5.43% | 34 | - | - | $24,416,760 |
| VANGUARD STAR FDS | VXUS | Other | 5.40% | 314,823 | - | - | $24,276,002 |
| ISHARES TR | IVV | Other | 4.72% | 32,494 | +598 | +1.87% | $21,225,406 |
| WALMART INC | WMT | Consumer Defensive | 3.36% | 121,766 | - | - | $15,133,079 |
| CATERPILLAR INC | CAT | Industrials | 3.27% | 20,730 | - | - | $14,686,376 |
| ISHARES TR | IEFA | Other | 3.23% | 160,575 | - | - | $14,536,855 |
| VANGUARD INDEX FDS | VTI | Other | 3.13% | 43,850 | - | - | $14,067,519 |
| CME GROUP INC | CME | Financial Services | 3.02% | 45,920 | - | - | $13,562,472 |
| ISHARES TR | USIG | Other | 3.01% | 263,974 | -10,016 | -3.66% | $13,523,388 |
| LINDE PLC | LIN | Other | 2.91% | 26,440 | - | - | $13,107,894 |
| ABBVIE INC | ABBV | Healthcare | 2.75% | 56,925 | - | - | $12,380,619 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 2.74% | 27,600 | - | - | $12,324,504 |
| VISA INC | V | Financial Services | 2.73% | 40,610 | - | - | $12,273,966 |
| ORACLE CORP | ORCL | Technology | 2.71% | 82,710 | - | - | $12,167,468 |
| DEERE & CO | DE | Industrials | 2.54% | 20,315 | - | - | $11,443,440 |
| EXXON MOBIL CORP | XOM | Energy | 2.46% | 65,160 | - | - | $11,055,046 |
| ISHARES TR | MBB | Other | 2.39% | 113,212 | +3,642 | +3.32% | $10,749,479 |
| SHELL PLC | SHEL | Energy | 2.35% | 113,750 | - | - | $10,578,750 |
| ISHARES TR | LQD | Other | 2.31% | 95,196 | - | - | $10,375,412 |
| LOWES COS INC | LOW | Consumer Cyclical | 2.16% | 41,120 | - | - | $9,715,834 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 2.07% | 38,491 | - | - | $9,329,834 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 2.07% | 35,840 | - | - | $9,328,794 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.93% | 28,735 | - | - | $8,691,763 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 1.92% | 59,695 | - | - | $8,622,346 |
| UNION PAC CORP | UNP | Industrials | 1.92% | 35,523 | - | - | $8,618,590 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 1.90% | 29,000 | - | - | $8,530,640 |
| PEPSICO INC | PEP | Consumer Defensive | 1.76% | 51,020 | - | - | $7,922,896 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.70% | 82,520 | - | - | $7,664,458 |
| VERISK ANALYTICS INC | VRSK | Industrials | 1.67% | 39,700 | - | - | $7,533,075 |
| BHP GROUP LTD | BHP | Basic Materials | 1.53% | 94,680 | - | - | $6,887,023 |
| QUALCOMM INC | QCOM | Technology | 1.46% | 51,085 | - | - | $6,578,726 |
| TARGET CORP | TGT | Consumer Defensive | 1.28% | 47,590 | - | - | $5,767,908 |
| ISHARES TR | AGG | Other | 1.27% | 57,660 | - | - | $5,723,908 |
| VANGUARD BD INDEX FDS | BND | Other | 1.25% | 76,583 | - | - | $5,639,572 |
| ISHARES INC | IEMG | Other | 1.20% | 77,114 | - | - | $5,378,702 |
| INVESCO EXCH TRADED FD TR II | BAB | Other | 1.19% | 198,589 | - | - | $5,353,959 |
| ISHARES TR | IGIB | Other | 1.15% | 97,200 | - | - | $5,171,040 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 1.03% | 1,100 | - | - | $4,631,352 |
| GILEAD SCIENCES INC | GILD | Healthcare | 1.00% | 32,110 | - | - | $4,475,171 |
| ISHARES TR | IXUS | Other | 0.94% | 48,818 | -1,962 | -3.86% | $4,226,662 |
| PFIZER INC | PFE | Healthcare | 0.91% | 145,820 | - | - | $4,094,626 |
| BROOKFIELD CORP | BN | Financial Services | 0.76% | 84,196 | - | - | $3,407,412 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.73% | 53,800 | - | - | $3,262,970 |
| ISHARES TR | GOVT | Other | 0.70% | 136,932 | -688 | -0.50% | $3,137,112 |
| VANGUARD BD INDEX FDS | BLV | Other | 0.58% | 38,000 | - | - | $2,613,640 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.53% | 31,200 | - | - | $2,404,896 |
| MARKEL GROUP INC | MKL | Financial Services | 0.51% | 1,200 | - | - | $2,296,884 |
| HASBRO INC | HAS | Consumer Cyclical | 0.49% | 23,700 | - | - | $2,218,320 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.37% | 3,474 | - | - | $1,664,741 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 0.34% | 10,300 | - | - | $1,545,000 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.21% | 11,762 | - | - | $932,374 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.20% | 10,917 | - | - | $903,382 |
| SPDR SERIES TRUST | SPAB | Other | 0.19% | 32,900 | - | - | $843,556 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.19% | 10,900 | - | - | $841,262 |
| ISHARES TR | TLH | Other | 0.13% | 5,868 | +2,098 | +55.65% | $591,025 |
| J P MORGAN EXCHANGE TRADED F | BBAG | Other | 0.11% | 10,400 | - | - | $480,064 |
| ISHARES TR | QLTA | Other | 0.11% | 10,000 | - | - | $476,100 |
| ISHARES TR | VLUE | Other | 0.08% | 2,657 | +2,657 | +100.00% | $374,650 |