Top 50 Shelter Mutual Insurance Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5.43% | 34 | $24.4M | +0.00%(+0) | $105448.56(+589.91%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.4% | 314.8K | $24.3M | +0.00%(+0) | $114.60(-25.76%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.72% | 32.5K | $21.2M | +1.87%(+598) | $591.07(+26.17%) | 2026-03-31 | |
| WMT | WALMART INC | 3.36% | 121.8K | $15.1M | +0.00%(+0) | $16.85(+680.35%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.27% | 20.7K | $14.7M | +0.00%(+0) | $73.49(+1127.71%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.23% | 160.6K | $14.5M | +0.00%(+0) | $73.68(+31.85%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.13% | 43.9K | $14.1M | +0.00%(+0) | $124.75(+192.35%) | 2026-03-31 | |
| CME | CME GROUP INC | 3.02% | 45.9K | $13.6M | +0.00%(+0) | $52.89(+461.75%) | 2026-03-31 | |
| USIG | ISHARES TR | 3.01% | 264.0K | $13.5M | -3.66%(-10.02K) | $54.73(-6.66%) | 2026-03-31 | |
| LIN | LINDE PLC | 2.91% | 26.4K | $13.1M | +0.00%(+0) | $156.04(+228.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.03% | +36.86% |
| Top 20 Holdings Unweighted | +11.41% | +38.29% |
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