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Shelter Mutual Insurance Co
Period ended Sep 30, 2026 · Latest filing Nov 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $455,715,765
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · COM · 464287200 · shares: $44,351,139
- VANGUARD STAR FDS · COM · 921909768 · shares: $26,747,362
- BERKSHIRE HATHAWAY INC DEL · COM · 084670108 · shares: $25,398,170
- VANGUARD INDEX FDS · COM · 922908769 · shares: $16,410,424
- ISHARES TR · COM · 46432F842 · shares: $15,556,506
- DEERE & CO · COM · 244199105 · shares: $13,642,538
- VERTEX PHARMACEUTICALS INC · COM · 92532F100 · shares: $13,122,531
- ISHARES TR · COM · 464288620 · shares: $13,030,951
- VISA INC · COM · 92826C839 · shares: $12,795,741
- WALMART INC · COM · 931142103 · shares: $12,653,923
Reported holdings
56 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | COM | 464287200 | — | 57,911 shares | $44,351,139 |
| VANGUARD STAR FDS | COM | 921909768 | — | 314,823 shares | $26,747,362 |
| BERKSHIRE HATHAWAY INC DEL | COM | 084670108 | — | 34 shares | $25,398,170 |
| VANGUARD INDEX FDS | COM | 922908769 | — | 43,850 shares | $16,410,424 |
| ISHARES TR | COM | 46432F842 | — | 160,575 shares | $15,556,506 |
| DEERE & CO | COM | 244199105 | — | 20,315 shares | $13,642,538 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 25,100 shares | $13,122,531 |
| ISHARES TR | COM | 464288620 | — | 267,576 shares | $13,030,951 |
| VISA INC | COM | 92826C839 | — | 35,610 shares | $12,795,741 |
| WALMART INC | COM | 931142103 | — | 121,766 shares | $12,653,923 |
| LINDE PLC | COM | G54950103 | — | 26,440 shares | $12,549,746 |
| CME GROUP INC | COM | 12572Q105 | — | 45,920 shares | $12,030,122 |
| CATERPILLAR INC | COM | 149123101 | — | 14,740 shares | $11,951,045 |
| ORACLE CORP | COM | 68389X105 | — | 82,710 shares | $11,356,083 |
| ABBVIE INC | COM | 00287Y109 | — | 41,925 shares | $10,967,161 |
| ISHARES TR | COM | 464288588 | — | 116,638 shares | $10,453,098 |
| ISHARES TR | COM | 464287242 | — | 95,196 shares | $9,727,127 |
| UNION PAC CORP | COM | 907818108 | — | 35,523 shares | $9,666,874 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 29,000 shares | $9,594,070 |
| SHELL PLC | COM | 780259305 | — | 99,750 shares | $9,481,238 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 35,840 shares | $9,220,915 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 28,735 shares | $8,738,314 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 59,695 shares | $8,672,490 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 38,491 shares | $8,465,326 |
| BHP BILLITON LIMITED | COM | 088606108 | — | 94,680 shares | $8,032,651 |
| LOWES COS INC | COM | 548661107 | — | 41,120 shares | $7,578,005 |
| TARGET CORP | COM | 87612E106 | — | 47,590 shares | $7,456,877 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 39,700 shares | $6,663,645 |
| QUALCOMM INC | COM | 747525103 | — | 35,785 shares | $6,585,871 |
| PEPSICO INC | COM | 713448108 | — | 51,020 shares | $6,465,254 |
| ISHARES INC | COM | 46434G103 | — | 77,114 shares | $6,258,572 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 82,520 shares | $6,250,065 |
| ISHARES TR | COM | 464287226 | — | 57,660 shares | $5,451,176 |
| VANGUARD BD INDEX FDS | COM | 921937835 | — | 76,583 shares | $5,372,297 |
| INVESCO EXCH TRADED FD TR II | COM | 46138G805 | — | 198,589 shares | $5,024,302 |
| ISHARES TR | COM | 464288638 | — | 97,200 shares | $4,896,450 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 32,110 shares | $4,785,996 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 27,500 shares | $4,480,025 |
| ISHARES TR | COM | 46432F834 | — | 43,918 shares | $4,172,649 |
| PFIZER INC | COM | 717081103 | — | 145,820 shares | $4,158,786 |
| ISHARES TR | COM | 46429B267 | — | 160,888 shares | $3,518,621 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 53,800 shares | $3,357,120 |
| BROOKFIELD CORP | COM | 11271J107 | — | 84,196 shares | $3,069,786 |
| VANGUARD BD INDEX FDS | COM | 921937793 | — | 38,000 shares | $2,383,740 |
| HASBRO INC | COM | 418056107 | — | 23,700 shares | $2,078,016 |
| MARKEL GROUP INC | COM | 570535104 | — | 1,200 shares | $2,054,940 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 31,200 shares | $2,006,784 |
| BERKSHIRE HATHAWAY INC DEL | COM | 084670702 | — | 3,474 shares | $1,729,878 |
| VANGUARD SCOTTSDALE FDS | COM | 92206C409 | — | 11,762 shares | $908,615 |
| VANGUARD SCOTTSDALE FDS | COM | 92206C870 | — | 10,917 shares | $854,910 |
| SPDR SERIES TRUST | COM | 78464A649 | — | 32,900 shares | $800,786 |
| VANGUARD BD INDEX FDS | COM | 921937819 | — | 10,900 shares | $794,174 |
| ISHARES TR | COM | 464288653 | — | 7,033 shares | $648,232 |
| J P MORGAN EXCHANGE TRADED F | COM | 46641Q241 | — | 10,400 shares | $455,780 |
| ISHARES TR | COM | 46429B291 | — | 10,000 shares | $450,100 |
| ISHARES TR | COM | 46432F388 | — | 1,961 shares | $388,768 |