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CIK: 0001455288
Total reported value
$472.8M
$472.8M
58 檔
20.2%
As reported in its official Q2 2025 Form 13F filing, Shelter Mutual Insurance Co's tracked investment portfolio stood at $472.8M with 58 total positions.
In Q2 2025, Shelter Mutual Insurance Co displayed an active expansion posture, initiating 1 new positions and adding to 3 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 | 5.74% | -0.05% | — | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.04% | +0.29% | — | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 4.19% | -0.15% | — | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 3.76% | -0.44% | — | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-Other | 3.43% | -0.15% | +1.05% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.34% | +0.22% | — | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.11% | +0.05% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.09% | +0.30% | — | |
| 9 | AXP | American Express Co | Stock-Financials | 2.95% | +0.13% | — | |
| 10 | CME | Cme Group Inc | Stock-Financials | 2.93% | -0.88% | — | |
| 11 | LIN | Linde plc | Stock-Materials | 2.88% | -0.01% | — | |
| 12 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.87% | -0.16% | — | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.85% | +0.16% | — | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 2.77% | +0.50% | — | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 2.63% | +0.22% | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 2.48% | +0.28% | — | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.42% | -0.11% | — | |
| 18 | DE | Deere & Co | Stock-Industrials | 2.39% | +0.19% | — | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 2.32% | -0.13% | -3.09% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.20% | -0.07% | — | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.11% | -0.24% | — | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 2.05% | -0.02% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | +0.11% | — | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.89% | +0.12% | — | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.89% | -0.06% | — | |
| 26 | SHEL | Shell Plc-adr | Stock-Energy | 1.86% | -0.48% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +1.97% | -2.25% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.63% | -0.58% | — | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.56% | -0.30% | — | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.48% | +0.01% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.33% | -0.17% | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.33% | -0.06% | — | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 1.31% | -0.06% | — | |
| 34 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.22% | -0.06% | — | |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.20% | -0.06% | — | |
| 36 | TGT | Target CORP | Stock-Consumer Disc | 1.09% | +0.03% | — | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.07% | +0.15% | — | |
| 38 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.06% | +0.14% | — | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.95% | +0.05% | +6.40% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.83% | -0.14% | — | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.82% | -0.17% | — | |
| 42 | BN | Brookfield CORP | Stock-Financials | 0.80% | — | — | |
| 43 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.72% | -0.06% | — | |
| 44 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.61% | -0.03% | — | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.59% | -0.04% | +5.61% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.58% | -0.07% | — | |
| 47 | MKL | Markel Group Inc | Stock-Financials | 0.56% | -0.01% | — | |
| 48 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.41% | -0.08% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | — | — | |
| 50 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.39% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.4% | — | Unchanged |
| 2 | AXP | American Express Co | +0.4% | — | Unchanged |
| 3 | VXUS | Vanguard Total Intl Stock | +0.3% | — | Unchanged |
| 4 | CAT | Caterpillar Inc | +0.3% | — | Unchanged |
| 5 | IBM | Intl Business Machines CORP | +0.3% | — | Unchanged |
| 6 | BKNG | Booking Holdings Inc | +0.3% | — | Unchanged |
| 7 | WMT | Walmart Inc | +0.3% | — | Unchanged |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | — | Unchanged |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | — | Unchanged |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | — | Unchanged |
| 11 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +6.40% | Add |
| 12 | DE | Deere & Co | +0.1% | — | Unchanged |
| 13 | BN | Brookfield CORP | +0.1% | — | Unchanged |
| 14 | IWR | Ishares Russell Mid-cap ETF | +0.1% | NEW | New buy |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | — | Unchanged |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | -2.25% | Trim |
| 17 | HAS | Hasbro Inc | +0.1% | — | Unchanged |
| 18 | VRSK | Verisk Analytics Inc | 0% | — | Unchanged |
| 19 | MKL | Markel Group Inc | 0% | — | Unchanged |
| 20 | GOVT | Ishares US Treasury Bond ETF | 0% | +5.61% | Add |
| 21 | QCOM | Qualcomm Inc | — | — | Unchanged |
| 22 | CME | Cme Group Inc | 0% | — | Unchanged |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | — | Unchanged |
| 24 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 25 | BLV | Vanguard Long-term Bond ETF | 0% | — | Unchanged |
| 26 | BHP | Bhp Group Ltd-spon Adr | -0.1% | — | Unchanged |
| 27 | AGG | Ishares Core U.s. Aggregate | -0.1% | — | Unchanged |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 29 | OTIS | Otis Worldwide CORP | -0.1% | — | Unchanged |
| 30 | BAB | Invesco Taxable Municipal Bo | -0.1% | — | Unchanged |
| 31 | STZ | Constellation Brands Inc-a | -0.1% | — | Unchanged |
| 32 | PFE | Pfizer Inc | -0.1% | — | Unchanged |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | — | Unchanged |
| 34 | USIG | Ishares Broad Usd Investment | -0.1% | +1.05% | Add |
| 35 | NEE | Nextera Energy Inc | -0.1% | — | Unchanged |
| 36 | V | Visa Inc-class A Shares | -0.1% | — | Unchanged |
| 37 | LIN | Linde plc | -0.1% | — | Unchanged |
| 38 | ITW | Illinois Tool Works | -0.1% | — | Unchanged |
| 39 | TGT | Target CORP | -0.1% | — | Unchanged |
| 40 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 41 | SHEL | Shell Plc-adr | -0.2% | — | Unchanged |
| 42 | MBB | Ishares Mbs ETF | -0.2% | -3.09% | Trim |
| 43 | LOW | Lowe's Cos Inc | -0.2% | — | Unchanged |
| 44 | BMY | Bristol-myers Squibb Co | -0.2% | — | Unchanged |
| 45 | XOM | Exxon Mobil CORP | -0.2% | — | Unchanged |
| 46 | PG | Procter & Gamble Co/the | -0.3% | — | Unchanged |
| 47 | PEP | Pepsico Inc | -0.3% | — | Unchanged |
| 48 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | — | Unchanged |
| 49 | ABBV | Abbvie Inc | -0.4% | — | Unchanged |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -0.8% | — | Unchanged |
According to official SEC Form 13F filings, Shelter Mutual Insurance Co reported a total U.S. public equity portfolio value of $472.8M across 58 disclosed positions in Q2 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, ORCL) accounted for 20.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
IWR
市值: $372.5K
Top Position Liquidated / Trimmed
MBB
前期市值: $10.3M
During Q2 2025, Shelter Mutual Insurance Co's top holdings by market value included BRK-A (5.7%)、VXUS (5.0%)、ORCL (4.2%). The largest single position, BRK-A, represented 5.7% of total portfolio value.
In Q2 2025, Shelter Mutual Insurance Co made 6 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 2 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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