Shelter Mutual Insurance CO Portfolio Holdings

Shelter Mutual Insurance CO

  • $414 Million
  • Q2 2025

Shelter Mutual Insurance CO has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $414 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $24.8M, Vanguard Star Fd Vanguard Tota with a value of $21.8M, Oracle Corp with a value of $18.1M, Walmart Inc. with a value of $16.2M, and Ishares Tr Broad Usd Inbd Etfv with a value of $14.8M.

Examining the 13F form we can see an increase of $15.5M in the current position value, from $399M to 414M.

Below you can find more details about Shelter Mutual Insurance CO portfolio as well as his latest detailed transactions.

Portfolio value $414 Million
ETFs: $131 Million
Financial Services: $77.1 Million
Industrials: $54.8 Million
Consumer Defensive: $38.8 Million
Technology: $37.6 Million
Healthcare: $32.6 Million
Consumer Cyclical: $17.2 Million
Energy: $15 Million
Other: $10.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$423B
$24.8 Million 5.98% of portfolio
34
Q4 2023 Reduced 10.53%
$0
$21.8 Million 5.25% of portfolio
314,823
Q4 2023 Reduced 6.23%
$684B
$18.1 Million 4.36% of portfolio
82,710
Q3 2023 Reduced 14.3%
$281B
$16.2 Million 3.91% of portfolio
165,666
Q1 2024 Added 200.0%
$0
$14.8 Million 3.57% of portfolio
287,810
Q2 2025 Added 1.05%
$551B
$14.4 Million 3.48% of portfolio
40,610
Q3 2023 Reduced 17.64%
$0
$13.4 Million 3.23% of portfolio
160,575
Q4 2023 Reduced 4.97%
$0
$13.3 Million 3.22% of portfolio
43,850
Q4 2023 Reduced 6.3%
$227B
$12.7 Million 3.07% of portfolio
39,885
Q3 2021 Reduced 3.1%
$99.2B
$12.7 Million 3.05% of portfolio
45,920
Q2 2021 Reduced 4.37%
$40.8B
$12.4 Million 2.98% of portfolio
39,700
Q3 2023 Reduced 16.6%
$99.5B
$12.3 Million 2.96% of portfolio
27,600
Q3 2023 Reduced 14.81%
$218B
$11.9 Million 2.88% of portfolio
30,780
Q4 2023 Reduced 10.0%
$210B
$11.3 Million 2.74% of portfolio
38,491
Q2 2021 Reduced 18.14%
$351B
$10.7 Million 2.58% of portfolio
57,585
Q4 2021 Reduced 0.82%
$0
$10.4 Million 2.52% of portfolio
95,196
Q2 2023 New
$0
$10 Million 2.41% of portfolio
106,470
Q2 2025 Reduced 3.09%
$368B
$9.51 Million 2.29% of portfolio
59,695
Q4 2023 Reduced 19.05%
$152B
$9.12 Million 2.2% of portfolio
41,120
Q3 2023 Reduced 18.28%
$80B
$8.86 Million 2.14% of portfolio
35,840
Q4 2023 Reduced 9.47%
$859B
$8.41 Million 2.03% of portfolio
29,000
Q4 2020 New
$135B
$8.17 Million 1.97% of portfolio
35,523
Q4 2023 Reduced 10.01%
$173B
$8.14 Million 1.96% of portfolio
51,085
Q2 2023 Added 5.15%
$258B
$8.01 Million 1.93% of portfolio
113,750
Q1 2022 New
$0
$7.56 Million 1.82% of portfolio
12,180
Q2 2025 Reduced 2.25%
$442B
$7.02 Million 1.69% of portfolio
65,160
Q2 2023 Reduced 0.67%
$202B
$6.74 Million 1.63% of portfolio
51,020
Q4 2023 Reduced 18.98%
$217B
$6.37 Million 1.54% of portfolio
1,100
Q2 2020 New
$141B
$5.73 Million 1.38% of portfolio
82,520
Q4 2020 Added 300.0%
$0
$5.72 Million 1.38% of portfolio
57,660
Q2 2023 New
$0
$5.64 Million 1.36% of portfolio
76,583
Q2 2023 New
$0
$5.27 Million 1.27% of portfolio
198,589
Q2 2023 New
$0
$5.18 Million 1.25% of portfolio
97,200
Q2 2023 New
$48.9B
$4.69 Million 1.13% of portfolio
47,590
Q2 2021 Reduced 4.32%
$137B
$4.55 Million 1.1% of portfolio
94,680
Q2 2020 Reduced 13.38%
$0
$4.14 Million 1.0% of portfolio
77,114
Q4 2023 Reduced 4.97%
$0
$4.09 Million 0.99% of portfolio
52,870
Q2 2025 Added 6.4%
$150B
$3.56 Million 0.86% of portfolio
32,110
Q2 2020 Reduced 47.07%
$138B
$3.53 Million 0.85% of portfolio
145,820
Q2 2020 Reduced 13.38%
$36.7B
$3.09 Million 0.75% of portfolio
31,200
Q2 2020 New
$0
$2.64 Million 0.64% of portfolio
38,000
Q1 2021 New
$0
$2.55 Million 0.62% of portfolio
111,150
Q2 2025 Added 5.61%
$99B
$2.49 Million 0.6% of portfolio
53,800
Q4 2020 Added 132.9%
$26.1B
$2.4 Million 0.58% of portfolio
1,200
Q1 2020 New
$10.8B
$1.75 Million 0.42% of portfolio
23,700
Q2 2020 New
$621B
$1.69 Million 0.41% of portfolio
3,474
Q2 2020 Reduced 13.45%
$27.4B
$1.68 Million 0.4% of portfolio
10,300
Q2 2020 New
$0
$935,000 0.23% of portfolio
11,762
Q2 2023 New
$0
$905,000 0.22% of portfolio
10,917
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $414 Million
  • Prior Value $399 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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