13FBOX
Shelter Mutual Insurance Co · 13F Holdings
Options Calculator Rankings

Shelter Mutual Insurance Co

No.4393
Latest AUM (Q2 2026)
$472.8M
QoQ Change Q1 2026
+$23.1M+5.1%
Holdings
58
New Buys
0
Adds
2
Reduces
2
Exits
0
Unchanged
54
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
6.69%4.72%$31.7M42,264$21.2M32,494+9,770+30.07%Add
VVANGUARD STAR FDSVXUS
5.69%5.4%$26.9M314,823$24.3M314,82300.00%Unchanged
BERKSHIRE HATHAWAY INC CL ABRK.A
5.38%5.43%$25.5M34$24.4M3400.00%Unchanged
CATERPILLAR INCCAT
3.77%3.27%$17.8M16,740$14.7M20,730-3,990-19.25%Reduce
GGENERAL DYNAMICS CORPVTI
3.43%3.13%$16.2M43,850$14.1M43,85000.00%Unchanged
IISHARES TRIEFA
3.28%3.23%$15.5M160,575$14.5M160,57500.00%Unchanged
ABBVIE INCABBV
3.03%2.75%$14.3M56,925$12.4M56,92500.00%Unchanged
VISA INCV
2.95%2.73%$13.9M40,610$12.3M40,61000.00%Unchanged
WALMART INCWMT
2.92%3.36%$13.8M121,766$15.1M121,76600.00%Unchanged
LINDE PLCLIN
2.9%2.91%$13.7M26,440$13.1M26,44000.00%Unchanged
VERTEX PHARMACEUTICALS INCVRTX
2.9%2.74%$13.7M27,600$12.3M27,60000.00%Unchanged
IISHARES BROADUSIG
2.86%3.01%$13.5M263,974$13.5M263,97400.00%Unchanged
DEERE & CODE
2.73%2.54%$12.9M20,315$11.4M20,31500.00%Unchanged
ORACLE CORPORCL
2.56%2.71%$12.1M82,710$12.2M82,71000.00%Unchanged
IINTERNATIONAL BUSINESS MACHSIBM
2.29%2.07%$10.8M38,491$9.3M38,49100.00%Unchanged
ISHARES MBSACGL
2.26%2.39%$10.7M113,212$10.7M113,21200.00%Unchanged
IISHARES TRLQD
2.2%2.31%$10.4M95,196$10.4M95,19600.00%Unchanged
CME GROUP INCCME
2.14%3.02%$10.1M45,920$13.6M45,92000.00%Unchanged
AMERICAN EXPRESS COAXP
2.06%1.93%$9.7M28,735$8.7M28,73500.00%Unchanged
ILLINOIS TOOLITW
2.05%2.07%$9.7M35,840$9.3M35,84000.00%Unchanged
UNION PAC CORPUNP
2.04%1.92%$9.7M35,523$8.6M35,52300.00%Unchanged
JPMORGAN CHASE & COJPM
2.01%1.9%$9.5M29,000$8.5M29,00000.00%Unchanged
LOWES COS INC COMLOW
1.92%2.16%$9.1M41,120$9.7M41,12000.00%Unchanged
EXXON MOBIL CORPXOM
1.88%2.46%$8.9M65,160$11.1M65,16000.00%Unchanged
SHELL PLCSHEL
1.87%2.35%$8.8M113,750$10.6M113,75000.00%Unchanged
PROCTER & GAMBLE COPG
1.85%1.92%$8.8M59,695$8.6M59,69500.00%Unchanged
BHP BILLITON LIMITED SPONSORED ADSBHP
1.67%1.53%$7.9M94,680$6.9M94,68000.00%Unchanged
NNEXTERA ENERGY INCNEE
1.53%1.7%$7.2M82,520$7.7M82,52000.00%Unchanged
VERISK ANALYTICS INC COMVRSK
1.51%1.67%$7.1M39,700$7.5M39,70000.00%Unchanged
PEPSICO INCPEP
1.46%1.76%$6.9M51,020$7.9M51,02000.00%Unchanged
QQUALCOMM INCQCOM
1.4%1.46%$6.6M35,785$6.6M51,085-15,300-29.95%Reduce
IISHARES INCIEMG
1.35%1.2%$6.4M77,114$5.4M77,11400.00%Unchanged
TARGET CORP COMTGT
1.31%1.28%$6.2M47,590$5.8M47,59000.00%Unchanged
IISHARES TRAGG
1.21%1.27%$5.7M57,660$5.7M57,66000.00%Unchanged
VVANGUARD TOTALBND
1.19%1.25%$5.6M76,583$5.6M76,58300.00%Unchanged
IINVESCO EXCH TRADED FD TR IIBAB
1.13%1.19%$5.3M198,589$5.4M198,58900.00%Unchanged
IISHARES TRIGIB
1.09%1.15%$5.2M97,200$5.2M97,20000.00%Unchanged
BOOKING HOLDINGS INC COMBKNG
1.04%1.03%$4.9M27,500$4.6M1,100+26,400+2,400.00%Add
IISHARES TRIXUS
0.99%0.94%$4.7M48,818$4.2M48,81800.00%Unchanged
GGILEAD SCIENCES INC COMGILD
0.86%1%$4.1M32,110$4.5M32,11000.00%Unchanged
BROOKFIELD CORPBN
0.76%0.76%$3.6M84,196$3.4M84,19600.00%Unchanged
PFIZER INCPFE
0.74%0.91%$3.5M145,820$4.1M145,82000.00%Unchanged
IISHARES TRGJS
0.66%0.7%$3.1M136,932$3.1M136,93200.00%Unchanged
BRISTOL-MYERS SQUIBB COBMY
0.66%0.73%$3.1M53,800$3.3M53,80000.00%Unchanged
VVANGUARD BD INDEX FDSBLV
0.55%0.58%$2.6M38,000$2.6M38,00000.00%Unchanged
Markel Group Inc.MKL
0.5%0.51%$2.3M1,200$2.3M1,20000.00%Unchanged
OTIS WORLDWIDEOTIS
0.47%0.53%$2.2M31,200$2.4M31,20000.00%Unchanged
HHASBRO INCHAS
0.41%0.49%$2.0M23,700$2.2M23,70000.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.37%0.37%$1.7M3,474$1.7M3,47400.00%Unchanged
CONSTELLATION BRANDS INCSTZ
0.3%0.34%$1.4M10,300$1.5M10,30000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow