Shelter Mutual Insurance Co — 13F Holdings

2026 Q1  ·  59 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Shelter Mutual Insurance Co maintained a portfolio of 59 distinct positions. The most significant new addition was ISHARES TR, now representing 0.08% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 55.6%.
Position History hover any row below to update
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Shelter Mutual Insurance Co Columbia, MO Insurance Company AUM $450M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
59
Quarter
2026 Q1
Top Holding
BRK/A (5.4%)
Top 10 Concentration
37.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 59
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
BRK/A
BERKSHIRE HATHA...
Financial Services 5.43% 5.72% #1
Prev: #1
5.2
—
no change no change
P
S
34 $24,416,760 2008 Q4 13F Filing 2026-03-31 2026-04-29
VXUS
VANGUARD STAR F...
ETF 5.40% 5.30% #2
Prev: #2
4.7
—
no change no change
P
S
314,823 $24,276,002 2020 Q2 13F Filing 2026-03-31 2026-04-29
IVV
ISHARES TR
ETF 4.72% 4.87% #3
Prev: #3
3.4
—
598 1.9%
P
S
32,494 $21,225,406 2021 Q2 13F Filing 2026-03-31 2026-04-29
WMT
WALMART INC
Consumer Defensive 3.36% 3.03% #4 5
Prev: #9
2.8
—
no change no change
P
S
121,766 $15,133,079 2008 Q4 13F Filing 2026-03-31 2026-04-29
CAT
CATERPILLAR INC
Industrials 3.27% 2.65% #5 8
Prev: #13
2.8
—
no change no change
P
S
20,730 $14,686,376 2008 Q4 13F Filing 2026-03-31 2026-04-29
IEFA
ISHARES TR
ETF 3.23% 3.20% #6
Prev: #6
2.3
—
no change no change
P
S
160,575 $14,536,855 2021 Q2 13F Filing 2026-03-31 2026-04-29
VTI
VANGUARD INDEX ...
ETF 3.13% 3.28% #7 2
Prev: #5
2.3
—
no change no change
P
S
43,850 $14,067,519 2020 Q2 13F Filing 2026-03-31 2026-04-29
CME
CME GROUP INC
Financial Services 3.02% 2.80% #8 3
Prev: #11
2.2
—
no change no change
P
S
45,920 $13,562,472 2010 Q2 13F Filing 2026-03-31 2026-04-29
USIG
ISHARES TR
ETF 3.01% 3.16% #9 1
Prev: #8
1.7
—
-10,016 -3.7%
P
S
263,974 $13,523,388 2021 Q1 13F Filing 2026-03-31 2026-04-29
LIN
LINDE PLC
Basic Materials 2.91% 2.51% #10 5
Prev: #15
2.2
—
no change no change
P
S
26,440 $13,107,894 2018 Q4 13F Filing 2026-03-31 2026-04-29
ABBV
ABBVIE INC
Healthcare 2.75% 2.90% #11 1
Prev: #10
2.1
—
no change no change
P
S
56,925 $12,380,619 2013 Q1 13F Filing 2026-03-31 2026-04-29
VRTX
VERTEX PHARMACE...
Healthcare 2.74% 2.79% #12
Prev: #12
2.1
—
no change no change
P
S
27,600 $12,324,504 2021 Q1 13F Filing 2026-03-31 2026-04-29
V
VISA INC
Financial Services 2.73% 3.18% #13 6
Prev: #7
2.1
—
no change no change
P
S
40,610 $12,273,966 2009 Q4 13F Filing 2026-03-31 2026-04-29
ORCL
ORACLE CORP
Technology 2.71% 3.60% #14 10
Prev: #4
2.1
—
no change no change
P
S
82,710 $12,167,468 2008 Q4 13F Filing 2026-03-31 2026-04-29
DE
DEERE & CO
Industrials 2.54% 2.11% #15 5
Prev: #20
2.0
—
no change no change
P
S
20,315 $11,443,440 2016 Q1 13F Filing 2026-03-31 2026-04-29
XOM
EXXON MOBIL COR...
Energy 2.46% 1.75% #16 12
Prev: #28
2.0
—
no change no change
P
S
65,160 $11,055,046 2008 Q4 13F Filing 2026-03-31 2026-04-29
MBB
ISHARES TR
ETF 2.39% 2.33% #17 1
Prev: #18
1.5
—
3,642 3.3%
P
S
113,212 $10,749,479 2021 Q1 13F Filing 2026-03-31 2026-04-29
SHEL
SHELL PLC
Energy 2.35% 1.86% #18 8
Prev: #26
1.9
—
no change no change
P
S
113,750 $10,578,750 2022 Q1 13F Filing 2026-03-31 2026-04-29
LQD
ISHARES TR
ETF 2.31% 2.34% #19 2
Prev: #17
1.9
—
no change no change
P
S
95,196 $10,375,412 2023 Q2 13F Filing 2026-03-31 2026-04-29
LOW
LOWES COS INC
Consumer Cyclical 2.16% 2.21% #20 1
Prev: #19
1.9
—
no change no change
P
S
41,120 $9,715,834 2008 Q4 13F Filing 2026-03-31 2026-04-29
IBM
INTERNATIONAL B...
Technology 2.07% 2.54% #21 7
Prev: #14
1.8
—
no change no change
P
S
38,491 $9,329,834 2008 Q4 13F Filing 2026-03-31 2026-04-29
ITW
ILLINOIS TOOL W...
Industrials 2.07% 1.97% #22 1
Prev: #23
1.8
—
no change no change
P
S
35,840 $9,328,794 2008 Q4 13F Filing 2026-03-31 2026-04-29
AXP
AMERICAN EXPRES...
Financial Services 1.93% 2.37% #23 7
Prev: #16
1.8
—
no change no change
P
S
28,735 $8,691,763 2010 Q4 13F Filing 2026-03-31 2026-04-29
PG
PROCTER AND GAM...
Consumer Defensive 1.92% 1.91% #24 1
Prev: #25
1.8
—
no change no change
P
S
59,695 $8,622,346 2008 Q4 13F Filing 2026-03-31 2026-04-29
UNP
UNION PAC CORP
Industrials 1.92% 1.83% #25 2
Prev: #27
1.8
—
no change no change
P
S
35,523 $8,618,590 2008 Q4 13F Filing 2026-03-31 2026-04-29
JPM
JPMORGAN CHASE ...
Financial Services 1.90% 2.08% #26 5
Prev: #21
1.8
—
no change no change
P
S
29,000 $8,530,640 2020 Q4 13F Filing 2026-03-31 2026-04-29
PEP
PEPSICO INC
Consumer Defensive 1.76% 1.63% #27 2
Prev: #29
1.7
—
no change no change
P
S
51,020 $7,922,896 2008 Q4 13F Filing 2026-03-31 2026-04-29
NEE
NEXTERA ENERGY ...
Utilities 1.70% 1.48% #28 2
Prev: #30
1.7
—
no change no change
P
S
82,520 $7,664,458 2017 Q3 13F Filing 2026-03-31 2026-04-29
VRSK
VERISK ANALYTIC...
Industrials 1.67% 1.98% #29 7
Prev: #22
1.7
—
no change no change
P
S
39,700 $7,533,075 2010 Q2 13F Filing 2026-03-31 2026-04-29
BHP
BHP GROUP LTD
Basic Materials 1.53% 1.27% #30 3
Prev: #33
1.6
—
no change no change
P
S
94,680 $6,887,023 2008 Q4 13F Filing 2026-03-31 2026-04-29
QCOM
QUALCOMM INC
Technology 1.46% 1.95% #31 7
Prev: #24
1.6
—
no change no change
P
S
51,085 $6,578,726 2020 Q4 13F Filing 2026-03-31 2026-04-29
TGT
TARGET CORP
Consumer Defensive 1.28% 1.04% #32 6
Prev: #38
1.5
—
no change no change
P
S
47,590 $5,767,908 2008 Q4 13F Filing 2026-03-31 2026-04-29
AGG
ISHARES TR
ETF 1.27% 1.28% #33 1
Prev: #32
1.5
—
no change no change
P
S
57,660 $5,723,908 2023 Q2 13F Filing 2026-03-31 2026-04-29
BND
VANGUARD BD IND...
ETF 1.25% 1.27% #34
Prev: #34
1.5
—
no change no change
P
S
76,583 $5,639,572 2023 Q2 13F Filing 2026-03-31 2026-04-29
IEMG
ISHARES INC
ETF 1.20% 1.16% #35 2
Prev: #37
1.5
—
no change no change
P
S
77,114 $5,378,702 2021 Q2 13F Filing 2026-03-31 2026-04-29
BAB
INVESCO EXCH TR...
ETF 1.19% 1.20% #36 1
Prev: #35
1.5
—
no change no change
P
S
198,589 $5,353,959 2023 Q2 13F Filing 2026-03-31 2026-04-29
IGIB
ISHARES TR
ETF 1.15% 1.17% #37 1
Prev: #36
1.5
—
no change no change
P
S
97,200 $5,171,040 2023 Q2 13F Filing 2026-03-31 2026-04-29
BKNG
BOOKING HOLDING...
Consumer Cyclical 1.03% 1.31% #38 7
Prev: #31
1.4
—
no change no change
P
S
1,100 $4,631,352 2020 Q2 13F Filing 2026-03-31 2026-04-29
GILD
GILEAD SCIENCES...
Healthcare 1.00% 0.88% #39 1
Prev: #40
1.4
—
no change no change
P
S
32,110 $4,475,171 2016 Q1 13F Filing 2026-03-31 2026-04-29
IXUS
ISHARES TR
ETF 0.94% 0.96% #40 1
Prev: #39
0.9
—
-1,962 -3.9%
P
S
48,818 $4,226,662 2023 Q2 13F Filing 2026-03-31 2026-04-29
PFE
PFIZER INC
Healthcare 0.91% 0.81% #41 1
Prev: #42
1.4
—
no change no change
P
S
145,820 $4,094,626 2010 Q2 13F Filing 2026-03-31 2026-04-29
BN
BROOKFIELD CORP
Financial Services 0.76% 0.86% #42 1
Prev: #41
1.3
—
no change no change
P
S
84,196 $3,407,412 2022 Q4 13F Filing 2026-03-31 2026-04-29
BMY
BRISTOL-MYERS S...
Healthcare 0.73% 0.65% #43 1
Prev: #44
1.3
—
no change no change
P
S
53,800 $3,262,970 2008 Q4 13F Filing 2026-03-31 2026-04-29
GOVT
ISHARES TR
ETF 0.70% 0.71% #44 1
Prev: #43
0.8
—
-688 -0.5%
P
S
136,932 $3,137,112 2023 Q2 13F Filing 2026-03-31 2026-04-29
BLV
VANGUARD BD IND...
ETF 0.58% 0.59% #45 1
Prev: #46
1.2
—
no change no change
P
S
38,000 $2,613,640 2021 Q1 13F Filing 2026-03-31 2026-04-29
OTIS
OTIS WORLDWIDE ...
Industrials 0.53% 0.61% #46 1
Prev: #45
1.2
—
no change no change
P
S
31,200 $2,404,896 2020 Q2 13F Filing 2026-03-31 2026-04-29
MKL
MARKEL GROUP IN...
Financial Services 0.51% 0.58% #47
Prev: #47
1.2
—
no change no change
P
S
1,200 $2,296,884 2020 Q1 13F Filing 2026-03-31 2026-04-29
HAS
HASBRO INC
Consumer Cyclical 0.49% 0.43% #48
Prev: #48
1.2
—
no change no change
P
S
23,700 $2,218,320 2020 Q2 13F Filing 2026-03-31 2026-04-29
BRK/B
BERKSHIRE HATHA...
Financial Services 0.37% 0.39% #49
Prev: #49
1.1
—
no change no change
P
S
3,474 $1,664,741 2010 Q2 13F Filing 2026-03-31 2026-04-29
STZ
CONSTELLATION B...
Consumer Defensive 0.34% 0.32% #50
Prev: #50
1.1
—
no change no change
P
S
10,300 $1,545,000 2020 Q2 13F Filing 2026-03-31 2026-04-29
Showing 1-50 of 59 holdings

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