StockDriftsStockDriftsTop 50 Shelter Mutual Insurance CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.69% | 42.3K | $31.7M | +30.07%(+9.77K) | $614.38(+26.78%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 5.69% | 314.8K | $26.9M | +0.00%(+0) | $114.60(-23.10%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5.38% | 34 | $25.5M | +0.00%(+0) | $105448.56(+608.78%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.77% | 16.7K | $17.8M | -19.25%(-3.99K) | $73.49(+1083.04%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.43% | 43.9K | $16.2M | +0.00%(+0) | $124.75(+207.31%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.28% | 160.6K | $15.5M | +0.00%(+0) | $73.68(+37.52%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 3.03% | 56.9K | $14.3M | +0.00%(+0) | $40.78(+511.57%) | 2026-06-30 | |
| V | VISA INC | 2.95% | 40.6K | $13.9M | +0.00%(+0) | $26.69(+1256.12%) | 2026-06-30 | |
| WMT | WALMART INC | 2.92% | 121.8K | $13.8M | +0.00%(+0) | $16.85(+582.06%) | 2026-06-30 | |
| LIN | LINDE PLC | 2.9% | 26.4K | $13.7M | +0.00%(+0) | $156.04(+206.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.98% | +36.70% | +7.22% | +41.70% |
| Top 20 Holdings Unweighted | +11.35% | +38.05% | +7.36% | +42.66% |
Shelter Mutual Insurance CO reports $472.83M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.7%), VXUS (5.7%) and BRK.A (5.4%). The top 20 holdings account for 64.09% of reported assets. Its disclosed equity book has returned +36.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shelter Mutual Insurance CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1455288). View Shelter Mutual Insurance CO’s 13F filings on SEC