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CIK: 0001455288
Total reported value
$472.8M
$472.8M
57 檔
19.0%
During the Q1 2025 filing period, Shelter Mutual Insurance Co (CIK: 0001455288) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $472.8M across 57 reported positions.
In Q1 2025, Shelter Mutual Insurance Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.54% | -0.05% | — | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.71% | +0.29% | — | |
| 3 | USIG | Ishares Broad Usd Investment | ETF-Other | 3.51% | -0.15% | — | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 3.51% | -0.44% | — | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.43% | +0.22% | — | |
| 6 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.23% | +0.16% | — | |
| 7 | LIN | Linde plc | Stock-Materials | 2.97% | -0.01% | — | |
| 8 | CME | Cme Group Inc | Stock-Financials | 2.94% | -0.88% | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.93% | +0.05% | — | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.91% | +0.28% | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.91% | +0.30% | — | |
| 12 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.85% | -0.16% | — | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 2.79% | -0.15% | — | |
| 14 | AXP | American Express Co | Stock-Financials | 2.59% | +0.13% | — | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.49% | -0.11% | — | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 2.48% | -0.13% | — | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.45% | -0.07% | — | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 2.45% | +0.50% | — | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.31% | -0.24% | — | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 2.31% | +0.22% | — | |
| 21 | DE | Deere & Co | Stock-Industrials | 2.30% | +0.19% | — | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 2.14% | -0.02% | — | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 2.02% | +0.12% | — | |
| 24 | SHEL | Shell Plc-adr | Stock-Energy | 2.01% | -0.48% | — | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.89% | -0.06% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.87% | -0.58% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.84% | -0.30% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | +0.11% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.69% | +1.97% | — | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.41% | -0.17% | — | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.38% | -0.06% | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 1.36% | -0.06% | — | |
| 33 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.28% | -0.06% | — | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.23% | -0.06% | — | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.22% | +0.01% | — | |
| 36 | TGT | Target CORP | Stock-Consumer Disc | 1.20% | +0.03% | — | |
| 37 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.11% | +0.14% | — | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.00% | +0.15% | — | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.89% | -0.17% | — | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.87% | -0.14% | — | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.84% | +0.05% | — | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.79% | -0.07% | — | |
| 43 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.78% | -0.06% | — | |
| 44 | BN | Brookfield CORP | Stock-Financials | 0.71% | — | — | |
| 45 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.65% | -0.03% | — | |
| 46 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.58% | -0.04% | — | |
| 47 | MKL | Markel Group Inc | Stock-Financials | 0.54% | -0.01% | — | |
| 48 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.46% | -0.04% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | — | — | |
| 50 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.35% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 2 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 3 | USIG | Ishares Broad Usd Investment | — | NEW | New buy |
| 4 | WMT | Walmart Inc | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 7 | LIN | Linde plc | — | NEW | New buy |
| 8 | CME | Cme Group Inc | — | NEW | New buy |
| 9 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 10 | ABBV | Abbvie Inc | — | NEW | New buy |
| 11 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 12 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 13 | ORCL | Oracle CORP | — | NEW | New buy |
| 14 | AXP | American Express Co | — | NEW | New buy |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 16 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 18 | CAT | Caterpillar Inc | — | NEW | New buy |
| 19 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 20 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 21 | DE | Deere & Co | — | NEW | New buy |
| 22 | ITW | Illinois Tool Works | — | NEW | New buy |
| 23 | UNP | Union Pacific CORP | — | NEW | New buy |
| 24 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 25 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 26 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 27 | PEP | Pepsico Inc | — | NEW | New buy |
| 28 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 29 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 30 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 31 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 32 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 33 | BAB | Invesco Taxable Municipal Bo | — | NEW | New buy |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | New buy |
| 35 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 36 | TGT | Target CORP | — | NEW | New buy |
| 37 | BHP | Bhp Group Ltd-spon Adr | — | NEW | New buy |
| 38 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 39 | PFE | Pfizer Inc | — | NEW | New buy |
| 40 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 41 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 42 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 43 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 44 | BN | Brookfield CORP | — | NEW | New buy |
| 45 | BLV | Vanguard Long-term Bond ETF | — | NEW | New buy |
| 46 | GOVT | Ishares US Treasury Bond ETF | — | NEW | New buy |
| 47 | MKL | Markel Group Inc | — | NEW | New buy |
| 48 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 50 | HAS | Hasbro Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Shelter Mutual Insurance Co reported a total U.S. public equity portfolio value of $472.8M across 57 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, VXUS, USIG) accounted for 19.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $27.1M
During Q1 2025, Shelter Mutual Insurance Co's top holdings by market value included BRK-A (6.5%)、VXUS (4.7%)、USIG (3.5%). The largest single position, BRK-A, represented 6.5% of total portfolio value.
In Q1 2025, Shelter Mutual Insurance Co made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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