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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46432F834

IXUS|46432F834

Shares:49.7K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$414.8M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:53.8K

Value:$3.3M

% of Portfolio:0.8% ($3.3M/$414.8M)

Otis Worldwide Corp

OTIS|68902V107

Shares:31.2K

Value:$3.2M

% of Portfolio:0.8% ($3.2M/$414.8M)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:56.1K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$414.8M)

921937793

BLV|921937793

Shares:38.0K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$414.8M)

46429B267

Shares:105.3K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$414.8M)

MARKEL GROUP INC.

MKL|570535104

Shares:1.2K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$414.8M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:10.3K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$414.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.5K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$414.8M)

HASBRO, INC.

HAS|418056107

Shares:23.7K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$414.8M)

92206C409

Shares:11.8K

Value:$928.5K

% of Portfolio:0.2% ($928.5K/$414.8M)

92206C870

VCIT|92206C870

Shares:10.9K

Value:$892.6K

% of Portfolio:0.2% ($892.6K/$414.8M)

78464A649

Shares:32.9K

Value:$839.6K

% of Portfolio:0.2% ($839.6K/$414.8M)

921937819

BIV|921937819

Shares:10.9K

Value:$834.6K

% of Portfolio:0.2% ($834.6K/$414.8M)

46641Q241

Shares:10.4K

Value:$479.5K

% of Portfolio:0.1% ($479.5K/$414.8M)

46429B291

Shares:10.0K

Value:$475.5K

% of Portfolio:0.1% ($475.5K/$414.8M)

464288653

Shares:2.9K

Value:$304.0K

% of Portfolio:0.1% ($304.0K/$414.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IXUScusip46432F834)	49.7K	QoQ 0.00% (+0) YoY +23.66% (+9.5K)	All Managers (Combined)	$3.5M	0.8% ($3.5M/$414.8M)	QoQ +5.68% (+$186.8K) YoY +27.29% (+$744.4K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	53.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.3M	0.8% ($3.3M/$414.8M)	QoQ +7.83% (+$238.3K) YoY +12.46% (+$363.7K)
Otis Worldwide Corp(OTIScusip68902V107)	31.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.2M	0.8% ($3.2M/$414.8M)	QoQ +11.43% (+$330.4K) YoY +3.95% (+$122.6K)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	56.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$414.8M)	QoQ -8.77% (-$282.9K) YoY +25.17% (+$591.6K)
(BLVcusip921937793)	38.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$414.8M)	QoQ +2.90% (+$75.6K) YoY -2.64% (-$72.6K)
(cusip46429B267)✕	105.3K	QoQ 0.00% (+0) YoY +119.27% (+57.3K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$414.8M)	QoQ +2.31% (+$54.7K) YoY +121.29% (+$1.3M)
MARKEL GROUP INC.(MKLcusip570535104)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$414.8M)	QoQ +8.30% (+$172.1K) YoY +22.88% (+$417.8K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	10.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$414.8M)	QoQ -16.95% (-$386.0K) YoY -32.46% (-$908.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$414.8M)	QoQ +17.49% (+$275.5K) YoY +26.64% (+$389.3K)
HASBRO, INC.(HAScusip418056107)	23.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$414.8M)	QoQ +9.98% (+$132.2K) YoY +8.79% (+$117.8K)
(cusip92206C409)✕	11.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$928.5K	0.2% ($928.5K/$414.8M)	QoQ +1.19% (+$10.9K) YoY +2.10% (+$19.2K)
(VCITcusip92206C870)	10.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$892.6K	0.2% ($892.6K/$414.8M)	QoQ +1.85% (+$16.3K) YoY +1.55% (+$13.6K)
(cusip78464A649)✕	32.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$839.6K	0.2% ($839.6K/$414.8M)	QoQ +2.12% (+$17.4K) YoY +0.88% (+$7.4K)
(BIVcusip921937819)	10.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$834.6K	0.2% ($834.6K/$414.8M)	QoQ +2.46% (+$20.1K) YoY +1.55% (+$12.8K)
(cusip46641Q241)✕	10.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$479.5K	0.1% ($479.5K/$414.8M)	QoQ +2.05% (+$9.7K) YoY +0.52% (+$2.5K)
(cusip46429B291)✕	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$475.5K	0.1% ($475.5K/$414.8M)	QoQ +1.60% (+$7.5K) YoY +0.14% (+$700)
(cusip464288653)✕	2.9K	QoQ 0.00% (+0) YoY -50.17% (-3.0K)	All Managers (Combined)	$304.0K	0.1% ($304.0K/$414.8M)	QoQ +4.22% (+$12.3K) YoY -50.77% (-$313.6K)