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CIK: 0001455288
Total reported value
$472.8M
$472.8M
58 檔
21.6%
During the Q4 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 58 reported positions.
In Q4 2025, Shelter Mutual Insurance Co displayed an active expansion posture, initiating 0 new positions and adding to 7 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 | 5.72% | -0.05% | — | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.30% | +0.29% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.87% | +1.97% | +188.13% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 3.60% | -0.15% | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.28% | +0.30% | — | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.20% | +0.05% | — | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.18% | +0.22% | — | |
| 8 | USIG | Ishares Broad Usd Investment | ETF-Other | 3.16% | -0.15% | +1.16% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 3.03% | -0.44% | -26.50% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.90% | +0.28% | -1.15% | |
| 11 | CME | Cme Group Inc | Stock-Financials | 2.80% | -0.88% | — | |
| 12 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.79% | +0.16% | — | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 2.65% | +0.50% | -32.65% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 2.54% | +0.22% | — | |
| 15 | LIN | Linde plc | Stock-Materials | 2.51% | -0.01% | — | |
| 16 | AXP | American Express Co | Stock-Financials | 2.37% | +0.13% | -27.96% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.34% | -0.11% | — | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 2.33% | -0.13% | +1.36% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.21% | -0.24% | — | |
| 20 | DE | Deere & Co | Stock-Industrials | 2.11% | +0.19% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | +0.11% | — | |
| 22 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.98% | -0.16% | — | |
| 23 | ITW | Illinois Tool Works | Stock-Industrials | 1.97% | -0.02% | — | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.95% | -0.06% | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.91% | -0.07% | — | |
| 26 | SHEL | Shell Plc-adr | Stock-Energy | 1.86% | -0.48% | — | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 1.83% | +0.12% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.75% | -0.58% | — | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.63% | -0.30% | — | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.48% | -0.17% | — | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.31% | +0.01% | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.28% | -0.06% | — | |
| 33 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.27% | +0.14% | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 1.27% | -0.06% | — | |
| 35 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.20% | -0.06% | — | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.17% | -0.06% | — | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.16% | +0.15% | — | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 1.04% | +0.03% | — | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.96% | +0.05% | +4.61% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.88% | -0.14% | — | |
| 41 | BN | Brookfield CORP | Stock-Financials | 0.86% | — | +50.00% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.81% | -0.17% | — | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.71% | -0.04% | +10.48% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.65% | -0.07% | — | |
| 45 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.61% | -0.06% | — | |
| 46 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.59% | -0.03% | — | |
| 47 | MKL | Markel Group Inc | Stock-Financials | 0.58% | -0.01% | — | |
| 48 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.43% | -0.08% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | — | — | |
| 50 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.32% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +3.2% | +188.13% | Add |
| 2 | VRTX | Vertex Pharmaceuticals Inc | +0.4% | — | Unchanged |
| 3 | VXUS | Vanguard Total Intl Stock | +0.1% | — | Unchanged |
| 4 | BMY | Bristol-myers Squibb Co | +0.1% | — | Unchanged |
| 5 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 6 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 7 | BHP | Bhp Group Ltd-spon Adr | +0.1% | — | Unchanged |
| 8 | NEE | Nextera Energy Inc | +0.1% | — | Unchanged |
| 9 | TGT | Target CORP | +0.1% | — | Unchanged |
| 10 | GILD | Gilead Sciences Inc | +0.1% | — | Unchanged |
| 11 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 12 | MKL | Markel Group Inc | +0.1% | — | Unchanged |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | — | Unchanged |
| 14 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +10.48% | Add |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +4.61% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | Unchanged |
| 17 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 18 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 19 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 20 | DE | Deere & Co | 0% | — | Unchanged |
| 21 | HAS | Hasbro Inc | 0% | — | Unchanged |
| 22 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 23 | MBB | Ishares Mbs ETF | 0% | +1.36% | Add |
| 24 | CME | Cme Group Inc | 0% | — | Unchanged |
| 25 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 26 | STZ | Constellation Brands Inc-a | 0% | — | Unchanged |
| 27 | IWR | Ishares Russell Mid-cap ETF | 0% | +8.74% | Add |
| 28 | TLH | Ishares 10-20 Year Treasury | 0% | +9.59% | Add |
| 29 | BLV | Vanguard Long-term Bond ETF | 0% | — | Unchanged |
| 30 | USIG | Ishares Broad Usd Investment | 0% | +1.16% | Add |
| 31 | BND | Vanguard Total Bond Market | 0% | — | Unchanged |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | — | Unchanged |
| 33 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 34 | BKNG | Booking Holdings Inc | 0% | — | Unchanged |
| 35 | AGG | Ishares Core U.s. Aggregate | 0% | — | Unchanged |
| 36 | BAB | Invesco Taxable Municipal Bo | 0% | — | Unchanged |
| 37 | OTIS | Otis Worldwide CORP | 0% | — | Unchanged |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | — | Unchanged |
| 40 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 41 | ABBV | Abbvie Inc | -0.1% | -1.15% | Trim |
| 42 | LOW | Lowe's Cos Inc | -0.1% | — | Unchanged |
| 43 | ITW | Illinois Tool Works | -0.1% | — | Unchanged |
| 44 | PG | Procter & Gamble Co/the | -0.2% | — | Unchanged |
| 45 | VRSK | Verisk Analytics Inc | -0.3% | — | Unchanged |
| 46 | LIN | Linde plc | -0.3% | — | Unchanged |
| 47 | AXP | American Express Co | -0.6% | -27.96% | Trim |
| 48 | CAT | Caterpillar Inc | -0.6% | -32.65% | Trim |
| 49 | WMT | Walmart Inc | -0.8% | -26.50% | Trim |
| 50 | ORCL | Oracle CORP | -1.6% | — | 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 Q4 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, IVV) accounted for 21.6% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
WMT
前期市值: $17.1M
During Q4 2025, Shelter Mutual Insurance Co's top holdings by market value included BRK-A (5.7%)、VXUS (5.3%)、IVV (4.9%). The largest single position, BRK-A, represented 5.7% of total portfolio value.
In Q4 2025, Shelter Mutual Insurance Co made 11 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 4 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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