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CIK: 0001455288
Total reported value
$472.8M
$472.8M
58 檔
21.1%
At the close of Q1 2026, Shelter Mutual Insurance Co disclosed equity holdings valued at approximately $472.8M, spread across 58 reported holdings.
Shelter Mutual Insurance Co executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 1 holdings and trimming 3 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.43% | -0.05% | — | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.40% | +0.29% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.72% | +1.97% | +1.87% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 3.36% | -0.44% | — | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 3.27% | +0.50% | — | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.23% | +0.05% | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.13% | +0.30% | — | |
| 8 | CME | Cme Group Inc | Stock-Financials | 3.02% | -0.88% | — | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-Other | 3.01% | -0.15% | -3.66% | |
| 10 | LIN | Linde plc | Stock-Materials | 2.91% | -0.01% | — | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.75% | +0.28% | — | |
| 12 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.74% | +0.16% | — | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.73% | +0.22% | — | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 2.71% | -0.15% | — | |
| 15 | DE | Deere & Co | Stock-Industrials | 2.54% | +0.19% | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 2.46% | -0.58% | — | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 2.39% | -0.13% | +3.32% | |
| 18 | SHEL | Shell Plc-adr | Stock-Energy | 2.35% | -0.48% | — | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.31% | -0.11% | — | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.16% | -0.24% | — | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 2.07% | +0.22% | — | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 2.07% | -0.02% | — | |
| 23 | AXP | American Express Co | Stock-Financials | 1.93% | +0.13% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.92% | -0.07% | — | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 1.92% | +0.12% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | +0.11% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.76% | -0.30% | — | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.70% | -0.17% | — | |
| 29 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.67% | -0.16% | — | |
| 30 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.53% | +0.14% | — | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 1.46% | -0.06% | — | |
| 32 | TGT | Target CORP | Stock-Consumer Disc | 1.28% | +0.03% | — | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.27% | -0.06% | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 1.25% | -0.06% | — | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.20% | +0.15% | — | |
| 36 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.19% | -0.06% | — | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.15% | -0.06% | — | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.03% | +0.01% | — | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.00% | -0.14% | — | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.94% | +0.05% | -3.86% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.91% | -0.17% | — | |
| 42 | BN | Brookfield CORP | Stock-Financials | 0.76% | — | — | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.73% | -0.07% | — | |
| 44 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.70% | -0.04% | -0.50% | |
| 45 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.58% | -0.03% | — | |
| 46 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.53% | -0.06% | — | |
| 47 | MKL | Markel Group Inc | Stock-Financials | 0.51% | -0.01% | — | |
| 48 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.49% | -0.08% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | — | — | |
| 50 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.34% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.7% | — | Unchanged |
| 2 | CAT | Caterpillar Inc | +0.6% | — | Unchanged |
| 3 | SHEL | Shell Plc-adr | +0.5% | — | Unchanged |
| 4 | DE | Deere & Co | +0.4% | — | Unchanged |
| 5 | LIN | Linde plc | +0.4% | — | Unchanged |
| 6 | WMT | Walmart Inc | +0.3% | — | Unchanged |
| 7 | BHP | Bhp Group Ltd-spon Adr | +0.3% | — | Unchanged |
| 8 | TGT | Target CORP | +0.2% | — | Unchanged |
| 9 | NEE | Nextera Energy Inc | +0.2% | — | Unchanged |
| 10 | CME | Cme Group Inc | +0.2% | — | Unchanged |
| 11 | PEP | Pepsico Inc | +0.1% | — | Unchanged |
| 12 | GILD | Gilead Sciences Inc | +0.1% | — | Unchanged |
| 13 | VXUS | Vanguard Total Intl Stock | +0.1% | — | Unchanged |
| 14 | ITW | Illinois Tool Works | +0.1% | — | Unchanged |
| 15 | PFE | Pfizer Inc | +0.1% | — | Unchanged |
| 16 | UNP | Union Pacific CORP | +0.1% | — | Unchanged |
| 17 | BMY | Bristol-myers Squibb Co | +0.1% | — | Unchanged |
| 18 | MBB | Ishares Mbs ETF | +0.1% | +3.32% | Add |
| 19 | HAS | Hasbro Inc | +0.1% | — | Unchanged |
| 20 | TLH | Ishares 10-20 Year Treasury | 0% | +55.65% | Add |
| 21 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 22 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 23 | STZ | Constellation Brands Inc-a | 0% | — | Unchanged |
| 24 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 25 | VCIT | Vanguard Int-term Corporate | — | — | Unchanged |
| 26 | BIV | Vanguard Intermediate-term B | — | — | Unchanged |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | — | — | Unchanged |
| 28 | QLTA | Ishares Aaa - A Rated Corpor | — | — | Unchanged |
| 29 | SPAB | Ss Spdr P Agg Bond ETF | — | — | Unchanged |
| 30 | BBAG | Jpmorgan Betabuilders US Agg | — | — | Unchanged |
| 31 | BAB | Invesco Taxable Municipal Bo | 0% | — | Unchanged |
| 32 | AGG | Ishares Core U.s. Aggregate | 0% | — | Unchanged |
| 33 | GOVT | Ishares US Treasury Bond ETF | 0% | -0.50% | Trim |
| 34 | BLV | Vanguard Long-term Bond ETF | 0% | — | Unchanged |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 36 | IXUS | Ishares Core Intl Stock ETF | 0% | -3.86% | Trim |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | — | Unchanged |
| 38 | BND | Vanguard Total Bond Market | 0% | — | Unchanged |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | — | Unchanged |
| 40 | LOW | Lowe's Cos Inc | -0.1% | — | Unchanged |
| 41 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | — | Unchanged |
| 42 | MKL | Markel Group Inc | -0.1% | — | Unchanged |
| 43 | OTIS | Otis Worldwide CORP | -0.1% | — | Unchanged |
| 44 | BN | Brookfield CORP | -0.1% | — | Unchanged |
| 45 | USIG | Ishares Broad Usd Investment | -0.2% | -3.66% | Trim |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | — | Unchanged |
| 47 | ABBV | Abbvie Inc | -0.2% | — | Unchanged |
| 48 | IVV | Ishares Core S&p 500 ETF | -0.2% | +1.87% | Add |
| 49 | JPM | Jpmorgan Chase & Co | -0.2% | — | Unchanged |
| 50 | BKNG | Booking Holdings Inc | -0.3% | — | 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 Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-A, VXUS, IVV) accounted for 21.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
VLUE
市值: $374.7K
Top Position Liquidated / Trimmed
IWR
前期市值: $383.2K
During Q1 2026, Shelter Mutual Insurance Co's top holdings by market value included BRK-A (5.4%)、VXUS (5.4%)、IVV (4.7%). The largest single position, BRK-A, represented 5.4% of total portfolio value.
In Q1 2026, Shelter Mutual Insurance Co made 8 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 3 holdings, and fully liquidating 1 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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