Shelter Mutual Insurance Co — 13F Holdings

2026 Q2  ·  58 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Shelter Mutual Insurance Co maintained a portfolio of 58 distinct positions. They heavily accumulated shares in ISHARES TR, increasing the position by 30.1%. The fund also reduced its exposure to QUALCOMM INC by 30.0%.
Position History hover any row below to update
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Shelter Mutual Insurance Co Columbia, MO Insurance Company AUM $473M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
58
Quarter
2026 Q2
Top Holding
IVV (6.7%)
Top 10 Concentration
40.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 58
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 6.69% 4.72% #1 2
Prev: #3
7.2
—
9,770 30.1%
P
S
42,264 $31,651,087
$611.41 +25.0%
$748.89 +2.1%
2021 Q2 13F Filing 2026-06-30 2026-08-11
VXUS
VANGUARD STAR F...
ETF 5.69% 5.40% #2
Prev: #2
4.8
—
no change no change
P
S
314,823 $26,914,218 2020 Q2 13F Filing 2026-06-30 2026-08-11
BRK/A
BERKSHIRE HATHA...
Financial Services 5.38% 5.43% #3 2
Prev: #1
4.2
—
no change no change
P
S
34 $25,460,900 2008 Q4 13F Filing 2026-06-30 2026-08-11
CAT
CATERPILLAR INC
Industrials 3.77% 3.27% #4 1
Prev: #5
2.5
—
-3,990 -19.2%
P
S
16,740 $17,826,426 2008 Q4 13F Filing 2026-06-30 2026-08-11
VTI
VANGUARD INDEX ...
ETF 3.43% 3.13% #5 2
Prev: #7
2.9
—
no change no change
P
S
43,850 $16,226,254 2020 Q2 13F Filing 2026-06-30 2026-08-11
IEFA
ISHARES TR
ETF 3.28% 3.23% #6
Prev: #6
2.3
—
no change no change
P
S
160,575 $15,508,334 2021 Q2 13F Filing 2026-06-30 2026-08-11
ABBV
ABBVIE INC
Healthcare 3.03% 2.75% #7 4
Prev: #11
2.2
—
no change no change
P
S
56,925 $14,324,607 2013 Q1 13F Filing 2026-06-30 2026-08-11
V
VISA INC
Financial Services 2.95% 2.73% #8 5
Prev: #13
2.2
—
no change no change
P
S
40,610 $13,932,885 2009 Q4 13F Filing 2026-06-30 2026-08-11
WMT
WALMART INC
Consumer Defensive 2.92% 3.36% #9 5
Prev: #4
2.2
—
no change no change
P
S
121,766 $13,791,217 2008 Q4 13F Filing 2026-06-30 2026-08-11
LIN
LINDE PLC
Basic Materials 2.90% 2.91% #10
Prev: #10
2.2
—
no change no change
P
S
26,440 $13,720,774 2018 Q4 13F Filing 2026-06-30 2026-08-11
VRTX
VERTEX PHARMACE...
Healthcare 2.90% 2.74% #11 1
Prev: #12
2.2
—
no change no change
P
S
27,600 $13,709,748 2021 Q1 13F Filing 2026-06-30 2026-08-11
USIG
ISHARES TR
ETF 2.86% 3.01% #12 3
Prev: #9
2.1
—
no change no change
P
S
263,974 $13,536,587 2021 Q1 13F Filing 2026-06-30 2026-08-11
DE
DEERE & CO
Industrials 2.73% 2.54% #13 2
Prev: #15
2.1
—
no change no change
P
S
20,315 $12,886,414 2016 Q1 13F Filing 2026-06-30 2026-08-11
ORCL
ORACLE CORP
Technology 2.56% 2.71% #14
Prev: #14
2.0
—
no change no change
P
S
82,710 $12,121,151 2008 Q4 13F Filing 2026-06-30 2026-08-11
IBM
INTERNATIONAL B...
Technology 2.29% 2.07% #15 6
Prev: #21
1.9
—
no change no change
P
S
38,491 $10,824,054 2008 Q4 13F Filing 2026-06-30 2026-08-11
MBB
ISHARES TR
ETF 2.26% 2.39% #16 1
Prev: #17
1.9
—
no change no change
P
S
113,212 $10,700,798 2021 Q1 13F Filing 2026-06-30 2026-08-11
LQD
ISHARES TR
ETF 2.20% 2.31% #17 2
Prev: #19
1.9
—
no change no change
P
S
95,196 $10,383,028 2023 Q2 13F Filing 2026-06-30 2026-08-11
CME
CME GROUP INC
Financial Services 2.14% 3.02% #18 10
Prev: #8
1.9
—
no change no change
P
S
45,920 $10,140,514 2010 Q2 13F Filing 2026-06-30 2026-08-11
AXP
AMERICAN EXPRES...
Financial Services 2.06% 1.93% #19 4
Prev: #23
1.8
—
no change no change
P
S
28,735 $9,719,614 2010 Q4 13F Filing 2026-06-30 2026-08-11
ITW
ILLINOIS TOOL W...
Industrials 2.05% 2.07% #20 2
Prev: #22
1.8
—
no change no change
P
S
35,840 $9,693,645 2008 Q4 13F Filing 2026-06-30 2026-08-11
UNP
UNION PAC CORP
Industrials 2.04% 1.92% #21 4
Prev: #25
1.8
—
no change no change
P
S
35,523 $9,662,256 2008 Q4 13F Filing 2026-06-30 2026-08-11
JPM
JPMORGAN CHASE ...
Financial Services 2.01% 1.90% #22 4
Prev: #26
1.8
—
no change no change
P
S
29,000 $9,492,570 2020 Q4 13F Filing 2026-06-30 2026-08-11
LOW
LOWES COS INC
Consumer Cyclical 1.92% 2.16% #23 3
Prev: #20
1.8
—
no change no change
P
S
41,120 $9,066,549 2008 Q4 13F Filing 2026-06-30 2026-08-11
XOM
EXXON MOBIL COR...
Energy 1.88% 2.46% #24 8
Prev: #16
1.8
—
no change no change
P
S
65,160 $8,908,675 2008 Q4 13F Filing 2026-06-30 2026-08-11
SHEL
SHELL PLC
Energy 1.87% 2.35% #25 7
Prev: #18
1.7
—
no change no change
P
S
113,750 $8,820,175 2022 Q1 13F Filing 2026-06-30 2026-08-11
PG
PROCTER & GAMBL...
Consumer Defensive 1.85% 1.92% #26 2
Prev: #24
1.7
—
no change no change
P
S
59,695 $8,753,675 2008 Q4 13F Filing 2026-06-30 2026-08-11
BHP
BHP BILLITON LI...
Basic Materials 1.67% 1.53% #27 3
Prev: #30
1.7
—
no change no change
P
S
94,680 $7,887,791 2008 Q4 13F Filing 2026-06-30 2026-08-11
NEE
NEXTERA ENERGY ...
Utilities 1.53% 1.70% #28
Prev: #28
1.6
—
no change no change
P
S
82,520 $7,242,780 2017 Q3 13F Filing 2026-06-30 2026-08-11
VRSK
VERISK ANALYTIC...
Industrials 1.51% 1.67% #29
Prev: #29
1.6
—
no change no change
P
S
39,700 $7,127,341 2010 Q2 13F Filing 2026-06-30 2026-08-11
PEP
PEPSICO INC
Consumer Defensive 1.46% 1.76% #30 3
Prev: #27
1.6
—
no change no change
P
S
51,020 $6,908,108 2008 Q4 13F Filing 2026-06-30 2026-08-11
QCOM
QUALCOMM INC
Technology 1.40% 1.46% #31
Prev: #31
0.6
—
-15,300 -30.0%
P
S
35,785 $6,612,710 2020 Q4 13F Filing 2026-06-30 2026-08-11
IEMG
ISHARES INC
ETF 1.35% 1.20% #32 3
Prev: #35
1.5
—
no change no change
P
S
77,114 $6,388,124 2021 Q2 13F Filing 2026-06-30 2026-08-11
TGT
TARGET CORP
Consumer Defensive 1.31% 1.28% #33 1
Prev: #32
1.5
—
no change no change
P
S
47,590 $6,215,730 2008 Q4 13F Filing 2026-06-30 2026-08-11
AGG
ISHARES TR
ETF 1.21% 1.27% #34 1
Prev: #33
1.5
—
no change no change
P
S
57,660 $5,707,187 2023 Q2 13F Filing 2026-06-30 2026-08-11
BND
VANGUARD BD IND...
ETF 1.19% 1.25% #35 1
Prev: #34
1.5
—
no change no change
P
S
76,583 $5,621,958 2023 Q2 13F Filing 2026-06-30 2026-08-11
BAB
INVESCO EXCH TR...
ETF 1.13% 1.19% #36
Prev: #36
1.5
—
no change no change
P
S
198,589 $5,330,129 2023 Q2 13F Filing 2026-06-30 2026-08-11
IGIB
ISHARES TR
ETF 1.09% 1.15% #37
Prev: #37
1.4
—
no change no change
P
S
97,200 $5,167,152 2023 Q2 13F Filing 2026-06-30 2026-08-11
BKNG
BOOKING HOLDING...
Consumer Cyclical 1.04% 1.03% #38
Prev: #38
3.4
—
26,400 2400.0%
P
S
27,500 $4,901,600 2020 Q2 13F Filing 2026-06-30 2026-08-11
IXUS
ISHARES TR
ETF 0.99% 0.94% #39 1
Prev: #40
1.4
—
no change no change
P
S
48,818 $4,663,095 2023 Q2 13F Filing 2026-06-30 2026-08-11
GILD
GILEAD SCIENCES...
Healthcare 0.86% 1.00% #40 1
Prev: #39
1.3
—
no change no change
P
S
32,110 $4,056,777 2016 Q1 13F Filing 2026-06-30 2026-08-11
BN
BROOKFIELD CORP
Financial Services 0.76% 0.76% #41 1
Prev: #42
1.3
—
no change no change
P
S
84,196 $3,585,908 2022 Q4 13F Filing 2026-06-30 2026-08-11
PFE
PFIZER INC
Healthcare 0.74% 0.91% #42 1
Prev: #41
1.3
—
no change no change
P
S
145,820 $3,511,346 2010 Q2 13F Filing 2026-06-30 2026-08-11
GOVT
ISHARES TR
ETF 0.66% 0.70% #43 1
Prev: #44
1.3
—
no change no change
P
S
136,932 $3,119,311 2023 Q2 13F Filing 2026-06-30 2026-08-11
BMY
BRISTOL-MYERS S...
Healthcare 0.66% 0.73% #44 1
Prev: #43
1.3
—
no change no change
P
S
53,800 $3,099,956 2008 Q4 13F Filing 2026-06-30 2026-08-11
BLV
VANGUARD BD IND...
ETF 0.55% 0.58% #45
Prev: #45
1.2
—
no change no change
P
S
38,000 $2,619,340 2021 Q1 13F Filing 2026-06-30 2026-08-11
MKL
MARKEL GROUP IN...
Financial Services 0.50% 0.51% #46 1
Prev: #47
1.2
—
no change no change
P
S
1,200 $2,343,612 2020 Q1 13F Filing 2026-06-30 2026-08-11
OTIS
OTIS WORLDWIDE ...
Industrials 0.47% 0.53% #47 1
Prev: #46
1.2
—
no change no change
P
S
31,200 $2,233,920 2020 Q2 13F Filing 2026-06-30 2026-08-11
HAS
HASBRO INC
Consumer Cyclical 0.41% 0.49% #48
Prev: #48
1.2
—
no change no change
P
S
23,700 $1,957,383 2020 Q2 13F Filing 2026-06-30 2026-08-11
BRK/B
BERKSHIRE HATHA...
Financial Services 0.37% 0.37% #49
Prev: #49
1.1
—
no change no change
P
S
3,474 $1,738,355 2010 Q2 13F Filing 2026-06-30 2026-08-11
STZ
CONSTELLATION B...
Consumer Defensive 0.30% 0.34% #50
Prev: #50
1.1
—
no change no change
P
S
10,300 $1,432,627 2020 Q2 13F Filing 2026-06-30 2026-08-11
Showing 1-50 of 58 holdings

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