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Shelter Mutual Insurance Co

Portfolio Manager
Shelter Mutual Insurance Co
Performance
-1.49% (2026 Q1)
AUM (13F)
$449.76M
# of Holdings
58
Performance Rank
Allocation (Top 20)
62.62%

Shelter Mutual Insurance Co Holdings Map

Top 50 Shelter Mutual Insurance Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.A
BERKSHIRE HATHAWAY INC DEL
5.43%34$24.4M
+0.00%(+0)
2025-Q1: 34 shares2025-Q2: 34 shares2025-Q3: 34 shares2025-Q4: 34 shares2026-Q1: 34 shares
$105448.56(+589.91%)
2026-03-31
VXUS
VANGUARD STAR FDS
5.4%314.8K$24.3M
+0.00%(+0)
2025-Q1: 314.8K shares2025-Q2: 314.8K shares2025-Q3: 314.8K shares2025-Q4: 314.8K shares2026-Q1: 314.8K shares
$114.60(-25.76%)
2026-03-31
IVV
ISHARES TR
4.72%32.5K$21.2M
+1.87%(+598)
2025-Q1: 12.5K shares2025-Q2: 12.2K shares2025-Q3: 11.1K shares2025-Q4: 31.9K shares2026-Q1: 32.5K shares
$591.07(+26.17%)
2026-03-31
WMT
WALMART INC
3.36%121.8K$15.1M
+0.00%(+0)
2025-Q1: 165.7K shares2025-Q2: 165.7K shares2025-Q3: 165.7K shares2025-Q4: 121.8K shares2026-Q1: 121.8K shares
$16.85(+680.35%)
2026-03-31
CAT
CATERPILLAR INC
3.27%20.7K$14.7M
+0.00%(+0)
2025-Q1: 30.8K shares2025-Q2: 30.8K shares2025-Q3: 30.8K shares2025-Q4: 20.7K shares2026-Q1: 20.7K shares
$73.49(+1127.71%)
2026-03-31
IEFA
ISHARES TR
3.23%160.6K$14.5M
+0.00%(+0)
2025-Q1: 160.6K shares2025-Q2: 160.6K shares2025-Q3: 160.6K shares2025-Q4: 160.6K shares2026-Q1: 160.6K shares
$73.68(+31.85%)
2026-03-31
VTI
VANGUARD INDEX FDS
3.13%43.9K$14.1M
+0.00%(+0)
2025-Q1: 43.9K shares2025-Q2: 43.9K shares2025-Q3: 43.9K shares2025-Q4: 43.9K shares2026-Q1: 43.9K shares
$124.75(+192.35%)
2026-03-31
CME
CME GROUP INC
3.02%45.9K$13.6M
+0.00%(+0)
2025-Q1: 45.9K shares2025-Q2: 45.9K shares2025-Q3: 45.9K shares2025-Q4: 45.9K shares2026-Q1: 45.9K shares
$52.89(+461.75%)
2026-03-31
USIG
ISHARES TR
3.01%264.0K$13.5M
-3.66%(-10.02K)
2025-Q1: 284.8K shares2025-Q2: 287.8K shares2025-Q3: 270.9K shares2025-Q4: 274.0K shares2026-Q1: 264.0K shares
$54.73(-6.66%)
2026-03-31
LIN
LINDE PLC
2.91%26.4K$13.1M
+0.00%(+0)
2025-Q1: 26.4K shares2025-Q2: 26.4K shares2025-Q3: 26.4K shares2025-Q4: 26.4K shares2026-Q1: 26.4K shares
$156.04(+228.93%)
2026-03-31

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