Shelter Mutual Insurance Co

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 57Value: $414.8MLatest: 2025Q1

Shelter Mutual Insurance Co is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 57 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:34

Value:$27.1M

% of Portfolio:6.5% ($27.1M/$414.8M)

921909768

VXUS|921909768

Shares:314.8K

Value:$19.6M

% of Portfolio:4.7% ($19.6M/$414.8M)

464288620

Shares:284.8K

Value:$14.5M

% of Portfolio:3.5% ($14.5M/$414.8M)

Walmart Inc.

WMT|931142103

Shares:165.7K

Value:$14.5M

% of Portfolio:3.5% ($14.5M/$414.8M)

VISA INC.

V|92826C839

Shares:40.6K

Value:$14.2M

% of Portfolio:3.4% ($14.2M/$414.8M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:27.6K

Value:$13.4M

% of Portfolio:3.2% ($13.4M/$414.8M)

LINDE PLC

LIN|G54950103

Shares:26.4K

Value:$12.3M

% of Portfolio:3.0% ($12.3M/$414.8M)

CME GROUP INC.

CME|12572Q105

Shares:45.9K

Value:$12.2M

% of Portfolio:2.9% ($12.2M/$414.8M)

46432F842

IEFA|46432F842

Shares:160.6K

Value:$12.1M

% of Portfolio:2.9% ($12.1M/$414.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:57.6K

Value:$12.1M

% of Portfolio:2.9% ($12.1M/$414.8M)

922908769

VTI|922908769

Shares:43.9K

Value:$12.1M

% of Portfolio:2.9% ($12.1M/$414.8M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:39.7K

Value:$11.8M

% of Portfolio:2.8% ($11.8M/$414.8M)

ORACLE CORP

ORCL|68389X105

Shares:82.7K

Value:$11.6M

% of Portfolio:2.8% ($11.6M/$414.8M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:39.9K

Value:$10.7M

% of Portfolio:2.6% ($10.7M/$414.8M)

464287242

Shares:95.2K

Value:$10.3M

% of Portfolio:2.5% ($10.3M/$414.8M)

464288588

Shares:109.9K

Value:$10.3M

% of Portfolio:2.5% ($10.3M/$414.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:59.7K

Value:$10.2M

% of Portfolio:2.5% ($10.2M/$414.8M)

CATERPILLAR INC

CAT|149123101

Shares:30.8K

Value:$10.2M

% of Portfolio:2.4% ($10.2M/$414.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:41.1K

Value:$9.6M

% of Portfolio:2.3% ($9.6M/$414.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:38.5K

Value:$9.6M

% of Portfolio:2.3% ($9.6M/$414.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	34	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$27.1M	6.5% ($27.1M/$414.8M)	QoQ +17.25% (+$4.0M) YoY +25.84% (+$5.6M)
(VXUScusip921909768)	314.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$19.6M	4.7% ($19.6M/$414.8M)	QoQ +5.37% (+$998.0K) YoY +2.98% (+$566.7K)
(cusip464288620)✕	284.8K	QoQ 0.00% (+0) YoY -2.12% (-6.2K)	All Managers (Combined)	$14.5M	3.5% ($14.5M/$414.8M)	QoQ +1.61% (+$230.7K) YoY -1.50% (-$222.1K)
Walmart Inc.(WMTcusip931142103)	165.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$14.5M	3.5% ($14.5M/$414.8M)	QoQ -2.83% (-$424.1K) YoY +45.90% (+$4.6M)
VISA INC.(Vcusip92826C839)	40.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.2M	3.4% ($14.2M/$414.8M)	QoQ +10.89% (+$1.4M) YoY +25.57% (+$2.9M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	27.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.4M	3.2% ($13.4M/$414.8M)	QoQ +20.39% (+$2.3M) YoY +15.98% (+$1.8M)
LINDE PLC(LINcusipG54950103)	26.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.3M	3.0% ($12.3M/$414.8M)	QoQ +11.21% (+$1.2M) YoY +0.28% (+$34.9K)
CME GROUP INC.(CMEcusip12572Q105)	45.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.2M	2.9% ($12.2M/$414.8M)	QoQ +14.23% (+$1.5M) YoY +23.22% (+$2.3M)
(IEFAcusip46432F842)	160.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.1M	2.9% ($12.1M/$414.8M)	QoQ +7.64% (+$862.3K) YoY +1.92% (+$229.6K)
AbbVie Inc.(ABBVcusip00287Y109)	57.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.1M	2.9% ($12.1M/$414.8M)	QoQ +17.90% (+$1.8M) YoY +15.05% (+$1.6M)
(VTIcusip922908769)	43.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$12.1M	2.9% ($12.1M/$414.8M)	QoQ -5.16% (-$656.4K) YoY +5.74% (+$655.1K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	39.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.8M	2.8% ($11.8M/$414.8M)	QoQ +8.05% (+$880.9K) YoY +26.25% (+$2.5M)
ORACLE CORP(ORCLcusip68389X105)	82.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$11.6M	2.8% ($11.6M/$414.8M)	QoQ -16.10% (-$2.2M) YoY +11.30% (+$1.2M)
AMERICAN EXPRESS CO(AXPcusip025816109)	39.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$10.7M	2.6% ($10.7M/$414.8M)	QoQ -9.34% (-$1.1M) YoY +18.16% (+$1.6M)
(cusip464287242)✕	95.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$10.3M	2.5% ($10.3M/$414.8M)	QoQ +1.73% (+$176.1K) YoY -0.21% (-$21.9K)
(cusip464288588)✕	109.9K	QoQ 0.00% (+0) YoY -5.70% (-6.7K)	All Managers (Combined)	$10.3M	2.5% ($10.3M/$414.8M)	QoQ +2.29% (+$230.7K) YoY -4.31% (-$465.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	59.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.2M	2.5% ($10.2M/$414.8M)	QoQ +1.65% (+$165.4K) YoY +5.03% (+$487.7K)
CATERPILLAR INC(CATcusip149123101)	30.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.2M	2.4% ($10.2M/$414.8M)	QoQ -9.08% (-$1.0M) YoY -9.99% (-$1.1M)
LOWES COMPANIES INC(LOWcusip548661107)	41.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$9.6M	2.3% ($9.6M/$414.8M)	QoQ -5.49% (-$558.0K) YoY -8.44% (-$884.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	38.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.6M	2.3% ($9.6M/$414.8M)	QoQ +13.11% (+$1.1M) YoY +30.21% (+$2.2M)