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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$444B
$24.8 Million 5.98% of portfolio
34
Q4 2023 Reduced 10.53%
$813B
$18.1 Million 4.36% of portfolio
82,710
Q3 2023 Reduced 14.3%
$283B
$16.2 Million 3.91% of portfolio
165,666
Q1 2024 Added 200.0%
$566B
$14.4 Million 3.48% of portfolio
40,610
Q3 2023 Reduced 17.64%
$251B
$12.7 Million 3.07% of portfolio
39,885
Q3 2021 Reduced 3.1%
$94.3B
$12.7 Million 3.05% of portfolio
45,920
Q2 2021 Reduced 4.37%
$39.2B
$12.4 Million 2.98% of portfolio
39,700
Q3 2023 Reduced 16.6%
$99.4B
$12.3 Million 2.96% of portfolio
27,600
Q3 2023 Reduced 14.81%
$238B
$11.9 Million 2.88% of portfolio
30,780
Q4 2023 Reduced 10.0%
$232B
$11.3 Million 2.74% of portfolio
38,491
Q2 2021 Reduced 18.14%
$390B
$10.7 Million 2.58% of portfolio
57,585
Q4 2021 Reduced 0.82%
$142B
$10.3 Million 2.49% of portfolio
20,315
Q4 2023 Reduced 9.43%
$380B
$9.51 Million 2.29% of portfolio
59,695
Q4 2023 Reduced 19.05%
$166B
$9.12 Million 2.2% of portfolio
41,120
Q3 2023 Reduced 18.28%
$80.6B
$8.86 Million 2.14% of portfolio
35,840
Q4 2023 Reduced 9.47%
$914B
$8.41 Million 2.03% of portfolio
29,000
Q4 2020 New
$186B
$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
$480B
$7.02 Million 1.69% of portfolio
65,160
Q2 2023 Reduced 0.67%
$195B
$6.74 Million 1.63% of portfolio
51,020
Q4 2023 Reduced 18.98%
$221B
$6.37 Million 1.54% of portfolio
1,100
Q2 2020 New
$138B
$5.73 Million 1.38% of portfolio
82,520
Q4 2020 Added 300.0%
$40.9B
$4.69 Million 1.13% of portfolio
47,590
Q2 2021 Reduced 4.32%
$135B
$4.55 Million 1.1% of portfolio
94,680
Q2 2020 Reduced 13.38%
$141B
$3.56 Million 0.86% of portfolio
32,110
Q2 2020 Reduced 47.07%
$135B
$3.53 Million 0.85% of portfolio
145,820
Q2 2020 Reduced 13.38%
$37.3B
$3.09 Million 0.75% of portfolio
31,200
Q2 2020 New
$98.1B
$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
$10.2B
$1.75 Million 0.42% of portfolio
23,700
Q2 2020 New
$644B
$1.69 Million 0.41% of portfolio
3,474
Q2 2020 Reduced 13.45%
$21.4B
$1.68 Million 0.4% of portfolio
10,300
Q2 2020 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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