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