Shelter Mutual Insurance Co

Est. AUM

$449.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	COM	$24.4M	34	5.43%	SOLE
2	VANGUARD STAR FDS	COM	$24.3M	314823	5.40%	SOLE
3	ISHARES TR	COM	$21.2M	32494	4.72%	SOLE
4	WALMART INC	COM	$15.1M	121766	3.36%	SOLE
5	CATERPILLAR INC	COM	$14.7M	20730	3.27%	SOLE
6	ISHARES TR	COM	$14.5M	160575	3.23%	SOLE
7	VANGUARD INDEX FDS	COM	$14.1M	43850	3.13%	SOLE
8	CME GROUP INC	COM	$13.6M	45920	3.02%	SOLE
9	ISHARES TR	COM	$13.5M	263974	3.01%	SOLE
10	LINDE PLC	COM	$13.1M	26440	2.91%	SOLE
11	ABBVIE INC	COM	$12.4M	56925	2.75%	SOLE
12	VERTEX PHARMACEUTICALS INC	COM	$12.3M	27600	2.74%	SOLE
13	VISA INC	COM	$12.3M	40610	2.73%	SOLE
14	ORACLE CORP	COM	$12.2M	82710	2.71%	SOLE
15	DEERE & CO	COM	$11.4M	20315	2.54%	SOLE
16	EXXON MOBIL CORP	COM	$11.1M	65160	2.46%	SOLE
17	ISHARES TR	COM	$10.7M	113212	2.39%	SOLE
18	SHELL PLC	COM	$10.6M	113750	2.35%	SOLE
19	ISHARES TR	COM	$10.4M	95196	2.31%	SOLE
20	LOWES COS INC	COM	$9.7M	41120	2.16%	SOLE
21	INTERNATIONAL BUSINESS MACHS	COM	$9.3M	38491	2.07%	SOLE
22	ILLINOIS TOOL WKS INC	COM	$9.3M	35840	2.07%	SOLE
23	AMERICAN EXPRESS CO	COM	$8.7M	28735	1.93%	SOLE
24	PROCTER AND GAMBLE CO	COM	$8.6M	59695	1.92%	SOLE
25	UNION PAC CORP	COM	$8.6M	35523	1.92%	SOLE
26	JPMORGAN CHASE & CO.	COM	$8.5M	29000	1.90%	SOLE
27	PEPSICO INC	COM	$7.9M	51020	1.76%	SOLE
28	NEXTERA ENERGY INC	COM	$7.7M	82520	1.70%	SOLE
29	VERISK ANALYTICS INC	COM	$7.5M	39700	1.67%	SOLE
30	BHP GROUP LTD	COM	$6.9M	94680	1.53%	SOLE
31	QUALCOMM INC	COM	$6.6M	51085	1.46%	SOLE
32	TARGET CORP	COM	$5.8M	47590	1.28%	SOLE
33	ISHARES TR	COM	$5.7M	57660	1.27%	SOLE
34	VANGUARD BD INDEX FDS	COM	$5.6M	76583	1.25%	SOLE
35	ISHARES INC	COM	$5.4M	77114	1.20%	SOLE
36	INVESCO EXCH TRADED FD TR II	COM	$5.4M	198589	1.19%	SOLE
37	ISHARES TR	COM	$5.2M	97200	1.15%	SOLE
38	BOOKING HOLDINGS INC	COM	$4.6M	1100	1.03%	SOLE
39	GILEAD SCIENCES INC	COM	$4.5M	32110	0.99%	SOLE
40	ISHARES TR	COM	$4.2M	48818	0.94%	SOLE
41	PFIZER INC	COM	$4.1M	145820	0.91%	SOLE
42	BROOKFIELD CORP	COM	$3.4M	84196	0.76%	SOLE
43	BRISTOL-MYERS SQUIBB CO	COM	$3.3M	53800	0.73%	SOLE
44	ISHARES TR	COM	$3.1M	136932	0.70%	SOLE
45	VANGUARD BD INDEX FDS	COM	$2.6M	38000	0.58%	SOLE
46	OTIS WORLDWIDE CORP	COM	$2.4M	31200	0.53%	SOLE
47	MARKEL GROUP INC	COM	$2.3M	1200	0.51%	SOLE
48	HASBRO INC	COM	$2.2M	23700	0.49%	SOLE
49	BERKSHIRE HATHAWAY INC DEL	COM	$1.7M	3474	0.37%	SOLE
50	CONSTELLATION BRANDS INC	COM	$1.5M	10300	0.34%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.