Shelter Mutual Insurance Co — 13F Holdings & Portfolio
CIK 1455288 · latest 13F-HR filed 2026-04-29
Shelter Mutual Insurance Co manages $449.8M in 13F-reported U.S. long-equity assets across 58 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.A (5.43%), VXUS (5.40%), IVV (4.72%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 1, added to 18, and trimmed 11.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$449.8M
Long-equity book
58
Distinct positions
2026-03-31
Filed 2026-04-29
+1 / −1 / ↑18 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$3.2M +41.0%
- CATERPILLAR INC$2.8M +23.7%
- SHELL PLC$2.2M +26.6%
- DEERE & CO$2.0M +21.0%
- LINDE PLC$1.8M +16.3%
Top Trims
- ORACLE CORP-$4.0M -24.5%
- QUALCOMM INC-$2.2M -24.7%
- INTERNATIONAL BUSINESS MACHS-$2.1M -18.2%
- VISA INC-$2.0M -13.8%
- AMERICAN EXPRESS CO-$1.9M -18.2%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $24.4M | 5.43% | 34 | SH |
| 2 | VANGUARD STAR FDS | VXUS | 921909768 | $24.3M | 5.40% | 314,823 | SH |
| 3 | ISHARES TR | IVV | 464287200 | $21.2M | 4.72% | 32,494 | SH |
| 4 | WALMART INC | WMT | 931142103 | $15.1M | 3.36% | 121,766 | SH |
| 5 | CATERPILLAR INC | CAT | 149123101 | $14.7M | 3.27% | 20,730 | SH |
| 6 | ISHARES TR | IEFA | 46432F842 | $14.5M | 3.23% | 160,575 | SH |
| 7 | VANGUARD INDEX FDS | VTI | 922908769 | $14.1M | 3.13% | 43,850 | SH |
| 8 | CME GROUP INC | CME | 12572Q105 | $13.6M | 3.02% | 45,920 | SH |
| 9 | ISHARES TR | USIG | 464288620 | $13.5M | 3.01% | 263,974 | SH |
| 10 | LINDE PLC | LIN | G54950103 | $13.1M | 2.91% | 26,440 | SH |
| 11 | ABBVIE INC | ABBV | 00287Y109 | $12.4M | 2.75% | 56,925 | SH |
| 12 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $12.3M | 2.74% | 27,600 | SH |
| 13 | VISA INC | V | 92826C839 | $12.3M | 2.73% | 40,610 | SH |
| 14 | ORACLE CORP | ORCL | 68389X105 | $12.2M | 2.71% | 82,710 | SH |
| 15 | DEERE & CO | DE | 244199105 | $11.4M | 2.54% | 20,315 | SH |
| 16 | EXXON MOBIL CORP | XOM | 30231G102 | $11.1M | 2.46% | 65,160 | SH |
| 17 | ISHARES TR | MBB | 464288588 | $10.7M | 2.39% | 113,212 | SH |
| 18 | SHELL PLC | SHEL | 780259305 | $10.6M | 2.35% | 113,750 | SH |
| 19 | ISHARES TR | LQD | 464287242 | $10.4M | 2.31% | 95,196 | SH |
| 20 | LOWES COS INC | LOW | 548661107 | $9.7M | 2.16% | 41,120 | SH |
| 21 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $9.3M | 2.07% | 38,491 | SH |
| 22 | ILLINOIS TOOL WKS INC | ITW | 452308109 | $9.3M | 2.07% | 35,840 | SH |
| 23 | AMERICAN EXPRESS CO | AXP | 025816109 | $8.7M | 1.93% | 28,735 | SH |
| 24 | PROCTER AND GAMBLE CO | PG | 742718109 | $8.6M | 1.92% | 59,695 | SH |
| 25 | UNION PAC CORP | UNP | 907818108 | $8.6M | 1.92% | 35,523 | SH |
| 26 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $8.5M | 1.90% | 29,000 | SH |
| 27 | PEPSICO INC | PEP | 713448108 | $7.9M | 1.76% | 51,020 | SH |
| 28 | NEXTERA ENERGY INC | NEE | 65339F101 | $7.7M | 1.70% | 82,520 | SH |
| 29 | VERISK ANALYTICS INC | VRSK | 92345Y106 | $7.5M | 1.67% | 39,700 | SH |
| 30 | BHP GROUP LTD | BHP | 088606108 | $6.9M | 1.53% | 94,680 | SH |
| 31 | QUALCOMM INC | QCOM | 747525103 | $6.6M | 1.46% | 51,085 | SH |
| 32 | TARGET CORP | TGT | 87612E106 | $5.8M | 1.28% | 47,590 | SH |
| 33 | ISHARES TR | AGG | 464287226 | $5.7M | 1.27% | 57,660 | SH |
| 34 | VANGUARD BD INDEX FDS | BND | 921937835 | $5.6M | 1.25% | 76,583 | SH |
| 35 | ISHARES INC | IEMG | 46434G103 | $5.4M | 1.20% | 77,114 | SH |
| 36 | INVESCO EXCH TRADED FD TR II | BAB | 46138G805 | $5.4M | 1.19% | 198,589 | SH |
| 37 | ISHARES TR | IGIB | 464288638 | $5.2M | 1.15% | 97,200 | SH |
| 38 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $4.6M | 1.03% | 1,100 | SH |
| 39 | GILEAD SCIENCES INC | GILD | 375558103 | $4.5M | 1.00% | 32,110 | SH |
| 40 | ISHARES TR | IXUS | 46432F834 | $4.2M | 0.94% | 48,818 | SH |
| 41 | PFIZER INC | PFE | 717081103 | $4.1M | 0.91% | 145,820 | SH |
| 42 | BROOKFIELD CORP | BN | 11271J107 | $3.4M | 0.76% | 84,196 | SH |
| 43 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $3.3M | 0.73% | 53,800 | SH |
| 44 | ISHARES TR | GOVT | 46429B267 | $3.1M | 0.70% | 136,932 | SH |
| 45 | VANGUARD BD INDEX FDS | BLV | 921937793 | $2.6M | 0.58% | 38,000 | SH |
| 46 | OTIS WORLDWIDE CORP | OTIS | 68902V107 | $2.4M | 0.53% | 31,200 | SH |
| 47 | MARKEL GROUP INC | MKL | 570535104 | $2.3M | 0.51% | 1,200 | SH |
| 48 | HASBRO INC | HAS | 418056107 | $2.2M | 0.49% | 23,700 | SH |
| 49 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.7M | 0.37% | 3,474 | SH |
| 50 | CONSTELLATION BRANDS INC | STZ | 21036P108 | $1.5M | 0.34% | 10,300 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $449.8M | 58 | 0001455288-26-000006 |
| 2025-12-31 | 2026-02-13 | $448.3M | 58 | 0001455288-26-000003 |