Institutional Manager · CIK 0001455288
Shelter Mutual Insurance Co
COLUMBIA, MO · File #028-13418
Latest AUM
$448.3M
Positions
58
Top-10 Concentration
38.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202558 pos · $448.3M
- 13F HOLDINGS REPORTQ/E Sep 202558 pos · $445.9M
- 13F HOLDINGS REPORTQ/E Jun 202558 pos · $431.4M
- 13F HOLDINGS REPORTQ/E Mar 202557 pos · $414.8M
- 13F HOLDINGS REPORTQ/E Dec 202457 pos · $401.2M
- 13F HOLDINGS REPORTQ/E Sep 202457 pos · $418.7M
- 13F HOLDINGS REPORTQ/E Jun 202458 pos · $384.3M
- 13F HOLDINGS REPORTQ/E Mar 202468 pos · $388.1M
- 13F HOLDINGS REPORTQ/E Dec 202360 pos · $358.4M
- 13F HOLDINGS REPORTQ/E Sep 202367 pos · $411.6M
- 13F HOLDINGS REPORTQ/E Jun 202354 pos · $358,784
- 13F HOLDINGS REPORTQ/E Mar 202354 pos · $348,402
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 34 | $25.7M | 5.79% |
| 2 | VANGUARD STAR FDS | 921909768 | 314,823 | $23.8M | 5.36% |
| 3 | ISHARES TR | 464287200 | 31,896 | $21.8M | 4.93% |
| 4 | ORACLE CORP | ORCL-PD | 82,710 | $16.1M | 3.64% |
| 5 | VANGUARD INDEX FDS | 922908769 | 43,850 | $14.7M | 3.32% |
| 6 | ISHARES TR | 46432F842 | 160,575 | $14.4M | 3.24% |
| 7 | VISA INC | V | 40,610 | $14.2M | 3.21% |
| 8 | ISHARES TR | 464288620 | 273,990 | $14.2M | 3.20% |
| 9 | WALMART INC | WMT | 121,766 | $13.6M | 3.06% |
| 10 | ABBVIE INC | ABBV | 56,925 | $13.0M | 2.94% |
| 11 | CME GROUP INC | CME | 45,920 | $12.5M | 2.83% |
| 12 | VERTEX PHARMACEUTICALS INC | VRTX | 27,600 | $12.5M | 2.82% |
| 13 | CATERPILLAR INC | CAT | 20,730 | $11.9M | 2.68% |
| 14 | INTERNATIONAL BUSINESS MACHS | INTR | 38,491 | $11.4M | 2.57% |
| 15 | LINDE PLC | LIN | 26,440 | $11.3M | 2.54% |
| 16 | AMERICAN EXPRESS CO | AXP | 28,735 | $10.6M | 2.40% |
| 17 | ISHARES TR | 464287242 | 95,196 | $10.5M | 2.37% |
| 18 | ISHARES TR | 464288588 | 109,570 | $10.4M | 2.35% |
| 19 | LOWES COS INC | 548661107 | 41,120 | $9.9M | 2.24% |
| 20 | DEERE & CO | DE | 20,315 | $9.5M | 2.13% |