Shelter Mutual Insurance Co Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Shelter Mutual Insurance Co disclosed 58 stock positions valued at approximately $472.83M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD STAR FDS, and BERKSHIRE HATHAWAY INC DEL.
- Report Period
- June 30, 2026
- No. of Stocks
- 58
- Portfolio Value
- $472.83M
Holdings by Sector
Shelter Mutual Insurance Co Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 6.69% | 42,264 | +9,770 | +30.07% | $31,651,087 |
| VANGUARD STAR FDS | VXUS | Other | 5.69% | 314,823 | - | - | $26,914,218 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 5.38% | 34 | - | - | $25,460,900 |
| CATERPILLAR INC | CAT | Industrials | 3.77% | 16,740 | -3,990 | -19.25% | $17,826,426 |
| VANGUARD INDEX FDS | VTI | Other | 3.43% | 43,850 | - | - | $16,226,254 |
| ISHARES TR | IEFA | Other | 3.28% | 160,575 | - | - | $15,508,334 |
| ABBVIE INC | ABBV | Healthcare | 3.03% | 56,925 | - | - | $14,324,607 |
| VISA INC | V | Financial Services | 2.95% | 40,610 | - | - | $13,932,885 |
| WALMART INC | WMT | Consumer Defensive | 2.92% | 121,766 | - | - | $13,791,217 |
| LINDE PLC | LIN | Other | 2.90% | 26,440 | - | - | $13,720,774 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 2.90% | 27,600 | - | - | $13,709,748 |
| ISHARES TR | USIG | Other | 2.86% | 263,974 | - | - | $13,536,587 |
| DEERE & CO | DE | Industrials | 2.73% | 20,315 | - | - | $12,886,414 |
| ORACLE CORP | ORCL | Technology | 2.56% | 82,710 | - | - | $12,121,151 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 2.29% | 38,491 | - | - | $10,824,054 |
| ISHARES TR | MBB | Other | 2.26% | 113,212 | - | - | $10,700,798 |
| ISHARES TR | LQD | Other | 2.20% | 95,196 | - | - | $10,383,028 |
| CME GROUP INC | CME | Financial Services | 2.14% | 45,920 | - | - | $10,140,514 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 2.06% | 28,735 | - | - | $9,719,614 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 2.05% | 35,840 | - | - | $9,693,645 |
| UNION PAC CORP | UNP | Industrials | 2.04% | 35,523 | - | - | $9,662,256 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.01% | 29,000 | - | - | $9,492,570 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.92% | 41,120 | - | - | $9,066,549 |
| EXXON MOBIL CORP | XOM | Energy | 1.88% | 65,160 | - | - | $8,908,675 |
| SHELL PLC | SHEL | Energy | 1.87% | 113,750 | - | - | $8,820,175 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.85% | 59,695 | - | - | $8,753,675 |
| BHP BILLITON LIMITED | BHP | Basic Materials | 1.67% | 94,680 | - | - | $7,887,791 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.53% | 82,520 | - | - | $7,242,780 |
| VERISK ANALYTICS INC | VRSK | Industrials | 1.51% | 39,700 | - | - | $7,127,341 |
| PEPSICO INC | PEP | Consumer Defensive | 1.46% | 51,020 | - | - | $6,908,108 |
Showing 30 of 58 holdings in the latest reporting period.