Shelter Mutual Insurance CO Portfolio Holdings

Shelter Mutual Insurance CO

  • $428 Million
  • Q3 2025

Shelter Mutual Insurance CO has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $428 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 $25.6M, Oracle Corp with a value of $23.3M, Vanguard Star Fd Vanguard Tota with a value of $23.1M, Walmart Inc. with a value of $17.1M, and Caterpillar Inc with a value of $14.7M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $414M to 428M.

Below you can find more details about Shelter Mutual Insurance CO portfolio as well as his latest detailed transactions.

Portfolio value $428 Million
ETFs: $135 Million
Financial Services: $78.3 Million
Industrials: $54.6 Million
Technology: $42.6 Million
Consumer Defensive: $39.1 Million
Healthcare: $33.8 Million
Consumer Cyclical: $18.1 Million
Energy: $15.5 Million
Other: $11.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$25.6 Million 5.99% of portfolio
34
Q4 2023 Reduced 10.53%
$593B
$23.3 Million 5.43% of portfolio
82,710
Q3 2023 Reduced 14.3%
$0
$23.1 Million 5.4% of portfolio
314,823
Q4 2023 Reduced 6.23%
$279B
$17.1 Million 3.99% of portfolio
165,666
Q1 2024 Added 200.0%
$291B
$14.7 Million 3.43% of portfolio
30,780
Q4 2023 Reduced 10.0%
$0
$14.4 Million 3.36% of portfolio
43,850
Q4 2023 Reduced 6.3%
$0
$14.1 Million 3.3% of portfolio
270,860
Q3 2025 Reduced 5.89%
$0
$14 Million 3.27% of portfolio
160,575
Q4 2023 Reduced 4.97%
$533B
$13.9 Million 3.24% of portfolio
40,610
Q3 2023 Reduced 17.64%
$414B
$13.3 Million 3.11% of portfolio
57,585
Q4 2021 Reduced 0.82%
$255B
$13.2 Million 3.09% of portfolio
39,885
Q3 2021 Reduced 3.1%
$100B
$12.4 Million 2.9% of portfolio
45,920
Q2 2021 Reduced 4.37%
$266B
$10.9 Million 2.54% of portfolio
38,491
Q2 2021 Reduced 18.14%
$111B
$10.8 Million 2.52% of portfolio
27,600
Q3 2023 Reduced 14.81%
$0
$10.6 Million 2.48% of portfolio
95,196
Q2 2023 New
$140B
$10.3 Million 2.41% of portfolio
41,120
Q3 2023 Reduced 18.28%
$33.9B
$9.98 Million 2.33% of portfolio
39,700
Q3 2023 Reduced 16.6%
$74.9B
$9.35 Million 2.18% of portfolio
35,840
Q4 2023 Reduced 9.47%
$144B
$9.29 Million 2.17% of portfolio
20,315
Q4 2023 Reduced 9.43%
$346B
$9.17 Million 2.14% of portfolio
59,695
Q4 2023 Reduced 19.05%
$881B
$9.15 Million 2.14% of portfolio
29,000
Q4 2020 New
$187B
$8.5 Million 1.99% of portfolio
51,085
Q2 2023 Added 5.15%
$136B
$8.4 Million 1.96% of portfolio
35,523
Q4 2023 Reduced 10.01%
$270B
$8.14 Million 1.9% of portfolio
113,750
Q1 2022 New
$0
$7.41 Million 1.73% of portfolio
11,070
Q3 2025 Reduced 9.11%
$490B
$7.35 Million 1.72% of portfolio
65,160
Q2 2023 Reduced 0.67%
$204B
$7.17 Million 1.67% of portfolio
51,020
Q4 2023 Reduced 18.98%
$168B
$6.23 Million 1.46% of portfolio
82,520
Q4 2020 Added 300.0%
$191B
$5.94 Million 1.39% of portfolio
1,100
Q2 2020 New
$0
$5.78 Million 1.35% of portfolio
57,660
Q2 2023 New
$0
$5.7 Million 1.33% of portfolio
76,583
Q2 2023 New
$0
$5.42 Million 1.27% of portfolio
198,589
Q2 2023 New
$0
$5.26 Million 1.23% of portfolio
97,200
Q2 2023 New
$138B
$5.28 Million 1.23% of portfolio
94,680
Q2 2020 Reduced 13.38%
$41.4B
$4.27 Million 1.0% of portfolio
47,590
Q2 2021 Reduced 4.32%
$0
$4.14 Million 0.97% of portfolio
77,114
Q4 2023 Reduced 4.97%
$0
$4.01 Million 0.94% of portfolio
48,540
Q3 2025 Reduced 8.19%
$141B
$3.72 Million 0.87% of portfolio
145,820
Q2 2020 Reduced 13.38%
$156B
$3.56 Million 0.83% of portfolio
32,110
Q2 2020 Reduced 47.07%
$0
$2.88 Million 0.67% of portfolio
124,560
Q3 2025 Added 12.06%
$37B
$2.85 Million 0.67% of portfolio
31,200
Q2 2020 New
$0
$2.69 Million 0.63% of portfolio
38,000
Q1 2021 New
$99.5B
$2.43 Million 0.57% of portfolio
53,800
Q4 2020 Added 132.9%
$27.9B
$2.29 Million 0.54% of portfolio
1,200
Q1 2020 New
$10.7B
$1.8 Million 0.42% of portfolio
23,700
Q2 2020 New
$662B
$1.75 Million 0.41% of portfolio
3,474
Q2 2020 Reduced 13.45%
$20.8B
$1.39 Million 0.32% of portfolio
10,300
Q2 2020 New
$0
$940,000 0.22% of portfolio
11,762
Q2 2023 New
$0
$918,000 0.21% of portfolio
10,917
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $428 Million
  • Prior Value $414 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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