Shelter-Mutual-Insurance-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "AXP",
  "CAT",
  "LOW",
  "GILD",
  "UNP",
  "QCOM",
  "ITW",
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "LIN",
  "HAS",
  "ORCL",
  "PEP",
  "IEMG",
  "IVV",
  null,
  null,
  "PFE",
  "PG",
  "IEFA",
  "SHEL",
  "IBM",
  "TGT",
  "BIV",
  "VCIT",
  "BN.TO",
  "VRTX",
  "VRSK",
  "BLV",
  null,
  "VXUS",
  "BND",
  "V",
  "WMT",
  "MKL",
  "OTIS",
  null,
  "IXUS",
  "BRK-A",
  "BRK-B",
  "BHP",
  "BMY",
  "CME",
  "STZ",
  "DE",
  "NEE",
  null,
  "XOM",
  null,
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 57
Total Value: 414788799
Accession Number: 0001455288-25-000011
Form Type: 13F-HR
CIK: shelter-mutual-insurance-co
Manager Name: Shelter-Mutual-Insurance-Co

Data Enrichment

79% identified

45 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $414.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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DEERE & CO

DE|244199105

Shares:20.3K

Value:$9.5M

% of Portfolio:2.3% ($9.5M/$414.8M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:35.8K

Value:$8.9M

% of Portfolio:2.1% ($8.9M/$414.8M)

UNION PACIFIC CORP

UNP|907818108

Shares:35.5K

Value:$8.4M

% of Portfolio:2.0% ($8.4M/$414.8M)

Shell plc

SHEL|780259305

Shares:113.8K

Value:$8.3M

% of Portfolio:2.0% ($8.3M/$414.8M)

QUALCOMM INC/DE

QCOM|747525103

Shares:51.1K

Value:$7.8M

% of Portfolio:1.9% ($7.8M/$414.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:65.2K

Value:$7.7M

% of Portfolio:1.9% ($7.7M/$414.8M)

PEPSICO INC

PEP|713448108

Shares:51.0K

Value:$7.6M

% of Portfolio:1.8% ($7.6M/$414.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:29.0K

Value:$7.1M

% of Portfolio:1.7% ($7.1M/$414.8M)

464287200

IVV|464287200

Shares:12.5K

Value:$7.0M

% of Portfolio:1.7% ($7.0M/$414.8M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:82.5K

Value:$5.8M

% of Portfolio:1.4% ($5.8M/$414.8M)

464287226

Shares:57.7K

Value:$5.7M

% of Portfolio:1.4% ($5.7M/$414.8M)

921937835

BND|921937835

Shares:76.6K

Value:$5.6M

% of Portfolio:1.4% ($5.6M/$414.8M)

46138G805

Shares:198.6K

Value:$5.3M

% of Portfolio:1.3% ($5.3M/$414.8M)

464288638

Shares:97.2K

Value:$5.1M

% of Portfolio:1.2% ($5.1M/$414.8M)

Booking Holdings Inc.

BKNG|09857L108

Shares:1.1K

Value:$5.1M

% of Portfolio:1.2% ($5.1M/$414.8M)

TARGET CORP

TGT|87612E106

Shares:47.6K

Value:$5.0M

% of Portfolio:1.2% ($5.0M/$414.8M)

BHP Group Ltd

BHP|088606108

Shares:94.7K

Value:$4.6M

% of Portfolio:1.1% ($4.6M/$414.8M)

46434G103

IEMG|46434G103

Shares:77.1K

Value:$4.2M

% of Portfolio:1.0% ($4.2M/$414.8M)

PFIZER INC

PFE|717081103

Shares:145.8K

Value:$3.7M

% of Portfolio:0.9% ($3.7M/$414.8M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:32.1K

Value:$3.6M

% of Portfolio:0.9% ($3.6M/$414.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DEERE & CO(DEcusip244199105)	20.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.5M	2.3% ($9.5M/$414.8M)	QoQ +10.77% (+$927.4K) YoY +14.26% (+$1.2M)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	35.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$8.9M	2.1% ($8.9M/$414.8M)	QoQ -2.18% (-$198.9K) YoY -7.57% (-$728.3K)
UNION PACIFIC CORP(UNPcusip907818108)	35.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$8.4M	2.0% ($8.4M/$414.8M)	QoQ +3.59% (+$291.3K) YoY -3.94% (-$344.2K)
Shell plc(SHELcusip780259305)	113.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.3M	2.0% ($8.3M/$414.8M)	QoQ +16.96% (+$1.2M) YoY +9.30% (+$709.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	51.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.8M	1.9% ($7.8M/$414.8M)	QoQ 0.00% (-$511) YoY -9.26% (-$801.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	65.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.7M	1.9% ($7.7M/$414.8M)	QoQ +10.56% (+$740.2K) YoY +2.31% (+$175.3K)
PEPSICO INC(PEPcusip713448108)	51.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.6M	1.8% ($7.6M/$414.8M)	QoQ -1.39% (-$108.2K) YoY -14.32% (-$1.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	29.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.1M	1.7% ($7.1M/$414.8M)	QoQ +2.33% (+$162.1K) YoY +22.46% (+$1.3M)
(IVVcusip464287200)	12.5K	QoQ 0.00% (-0) YoY -9.34% (-1.3K)	All Managers (Combined)	$7.0M	1.7% ($7.0M/$414.8M)	QoQ -4.54% (-$333.7K) YoY -3.11% (-$224.9K)
NEXTERA ENERGY INC(NEEcusip65339F101)	82.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.8M	1.4% ($5.8M/$414.8M)	QoQ -1.11% (-$66.0K) YoY +10.92% (+$576.0K)
(cusip464287226)✕	57.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.7M	1.4% ($5.7M/$414.8M)	QoQ +2.08% (+$116.5K) YoY +1.00% (+$56.5K)
(BNDcusip921937835)	76.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.6M	1.4% ($5.6M/$414.8M)	QoQ +2.14% (+$117.9K) YoY +1.12% (+$62.8K)
(cusip46138G805)✕	198.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.3M	1.3% ($5.3M/$414.8M)	QoQ +2.02% (+$105.3K) YoY +0.48% (+$25.8K)
(cusip464288638)✕	97.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.1M	1.2% ($5.1M/$414.8M)	QoQ +1.70% (+$85.5K) YoY +1.71% (+$86.0K)
Booking Holdings Inc.(BKNGcusip09857L108)	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.1M	1.2% ($5.1M/$414.8M)	QoQ -7.27% (-$397.7K) YoY +26.98% (+$1.1M)
TARGET CORP(TGTcusip87612E106)	47.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.0M	1.2% ($5.0M/$414.8M)	QoQ -22.79% (-$1.5M) YoY -41.10% (-$3.5M)
BHP Group Ltd(BHPcusip088606108)	94.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.6M	1.1% ($4.6M/$414.8M)	QoQ -0.59% (-$27.5K) YoY -15.86% (-$866.3K)
(IEMGcusip46434G103)	77.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.2M	1.0% ($4.2M/$414.8M)	QoQ +3.35% (+$134.9K) YoY +4.59% (+$182.8K)
PFIZER INC(PFEcusip717081103)	145.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.7M	0.9% ($3.7M/$414.8M)	QoQ -4.48% (-$173.5K) YoY -8.68% (-$351.4K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	32.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.6M	0.9% ($3.6M/$414.8M)	QoQ +21.30% (+$631.9K) YoY +52.96% (+$1.2M)