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CIK: 0001455288
Total reported value
$472.8M
$472.8M
58 檔
22.0%
The Q3 2025 SEC filing reveals that Shelter Mutual Insurance Co held a total portfolio value of $472.8M, covering 58 public equity positions.
During Q3 2025, Shelter Mutual Insurance Co performed routine portfolio adjustments (1 new buys, 2 additions, 3 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.75% | -0.05% | — | |
| 2 | ORCL | Oracle CORP | Stock-Tech | 5.22% | -0.15% | — | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.19% | +0.29% | — | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 3.83% | -0.44% | — | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 3.29% | +0.50% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.23% | +0.30% | — | |
| 7 | USIG | Ishares Broad Usd Investment | ETF-Other | 3.17% | -0.15% | -5.89% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.14% | +0.05% | — | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.11% | +0.22% | — | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.99% | +0.28% | — | |
| 11 | AXP | American Express Co | Stock-Financials | 2.97% | +0.13% | — | |
| 12 | LIN | Linde plc | Stock-Materials | 2.82% | -0.01% | — | |
| 13 | CME | Cme Group Inc | Stock-Financials | 2.78% | -0.88% | — | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 2.44% | +0.22% | — | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.42% | +0.16% | — | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.38% | -0.11% | — | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.32% | -0.24% | — | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 2.31% | -0.13% | +1.53% | |
| 19 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.24% | -0.16% | — | |
| 20 | ITW | Illinois Tool Works | Stock-Industrials | 2.10% | -0.02% | — | |
| 21 | DE | Deere & Co | Stock-Industrials | 2.08% | +0.19% | — | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.06% | -0.07% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | +0.11% | — | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.91% | -0.06% | — | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 1.88% | +0.12% | — | |
| 26 | SHEL | Shell Plc-adr | Stock-Energy | 1.82% | -0.48% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | +1.97% | -9.11% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.65% | -0.58% | — | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.61% | -0.30% | — | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.40% | -0.17% | — | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.33% | +0.01% | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.30% | -0.06% | — | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 1.28% | -0.06% | — | |
| 34 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.22% | -0.06% | — | |
| 35 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.18% | +0.14% | — | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.18% | -0.06% | — | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.14% | +0.15% | — | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 0.96% | +0.03% | — | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.90% | +0.05% | -8.19% | |
| 40 | BN | Brookfield CORP | Stock-Financials | 0.86% | — | — | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.83% | -0.17% | — | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.80% | -0.14% | — | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.65% | -0.04% | +12.06% | |
| 44 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.64% | -0.06% | — | |
| 45 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.60% | -0.03% | — | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.54% | -0.07% | — | |
| 47 | MKL | Markel Group Inc | Stock-Financials | 0.51% | -0.01% | — | |
| 48 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.40% | -0.08% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | — | — | |
| 50 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.31% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +2.4% | — | Unchanged |
| 2 | CAT | Caterpillar Inc | +0.8% | — | Unchanged |
| 3 | VXUS | Vanguard Total Intl Stock | +0.5% | — | Unchanged |
| 4 | AXP | American Express Co | +0.4% | — | Unchanged |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | — | Unchanged |
| 6 | WMT | Walmart Inc | +0.3% | — | Unchanged |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | — | Unchanged |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | — | Unchanged |
| 9 | BN | Brookfield CORP | +0.2% | — | Unchanged |
| 10 | IEMG | Ishares Core Msci Emerging | +0.1% | — | Unchanged |
| 11 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 12 | BKNG | Booking Holdings Inc | +0.1% | — | Unchanged |
| 13 | ABBV | Abbvie Inc | +0.1% | — | Unchanged |
| 14 | BHP | Bhp Group Ltd-spon Adr | +0.1% | — | Unchanged |
| 15 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +12.06% | Add |
| 16 | IXUS | Ishares Core Intl Stock ETF | +0.1% | -8.19% | Trim |
| 17 | HAS | Hasbro Inc | +0.1% | — | Unchanged |
| 18 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 19 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 20 | TLH | Ishares 10-20 Year Treasury | 0% | +16.61% | Add |
| 21 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 22 | VCIT | Vanguard Int-term Corporate | 0% | — | Unchanged |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | -9.11% | Trim |
| 24 | MKL | Markel Group Inc | 0% | — | Unchanged |
| 25 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | -0.1% | — | Unchanged |
| 27 | BAB | Invesco Taxable Municipal Bo | -0.1% | — | Unchanged |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 29 | PFE | Pfizer Inc | -0.1% | — | Unchanged |
| 30 | GILD | Gilead Sciences Inc | -0.1% | — | Unchanged |
| 31 | AGG | Ishares Core U.s. Aggregate | -0.1% | — | Unchanged |
| 32 | BND | Vanguard Total Bond Market | -0.1% | — | Unchanged |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | — | Unchanged |
| 34 | OTIS | Otis Worldwide CORP | -0.1% | — | Unchanged |
| 35 | STZ | Constellation Brands Inc-a | -0.2% | — | Unchanged |
| 36 | LIN | Linde plc | -0.2% | — | Unchanged |
| 37 | CME | Cme Group Inc | -0.2% | — | Unchanged |
| 38 | SHEL | Shell Plc-adr | -0.2% | — | Unchanged |
| 39 | XOM | Exxon Mobil CORP | -0.2% | — | Unchanged |
| 40 | DE | Deere & Co | -0.2% | — | Unchanged |
| 41 | PEP | Pepsico Inc | -0.2% | — | Unchanged |
| 42 | TGT | Target CORP | -0.2% | — | Unchanged |
| 43 | BMY | Bristol-myers Squibb Co | -0.3% | — | Unchanged |
| 44 | V | Visa Inc-class A Shares | -0.3% | — | Unchanged |
| 45 | USIG | Ishares Broad Usd Investment | -0.3% | -5.89% | Trim |
| 46 | PG | Procter & Gamble Co/the | -0.4% | — | Unchanged |
| 47 | VRSK | Verisk Analytics Inc | -0.6% | — | Unchanged |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -0.8% | — | Unchanged |
| 49 | VRTX | Vertex Pharmaceuticals Inc | -0.8% | — | Unchanged |
| 50 | IWR | Ishares Russell Mid-cap ETF | — | 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 58 disclosed positions in Q3 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, ORCL, VXUS) accounted for 22.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
IWR
市值: $353.4K
Top Position Liquidated / Trimmed
USIG
前期市值: $14.5M
During Q3 2025, Shelter Mutual Insurance Co's top holdings by market value included BRK-A (5.8%)、ORCL (5.2%)、VXUS (5.2%). The largest single position, BRK-A, represented 5.8% of total portfolio value.
In Q3 2025, Shelter Mutual Insurance Co made 6 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 3 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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