Shelter Mutual Insurance Co Top Holdings and 13F Report (2024) About Shelter Mutual Insurance CoInvestment ActivityShelter Mutual Insurance Co has $418.66 million in total holdings as of September 30, 2024.Shelter Mutual Insurance Co owns shares of 57 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 0.47% of the portfolio was purchased this quarter.About 0.55% of the portfolio was sold this quarter.This quarter, Shelter Mutual Insurance Co has purchased 58 new stocks and bought additional shares in 2 stocks.Shelter Mutual Insurance Co sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $23,400,568Vanguard Total International Stock ETF $19,865,331Oracle $15,414,663iShares Broad USD Investment Grade Corporate Bond ETF $14,553,791Walmart $13,891,094 Largest Purchases this Quarter iShares U.S. Treasury Bond ETF 57,250 shares (about $1.30M)iShares Core MSCI Total International Stock ETF 9,510 shares (about $672.50K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,285 shares (about $769.09K)iShares MBS ETF 6,650 shares (about $618.98K)iShares Broad USD Investment Grade Corporate Bond ETF 6,170 shares (about $315.29K)iShares 10-20 Year Treasury Bond ETF 2,950 shares (about $302.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShelter Mutual Insurance Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$23,400,5680.0%345.6%FinanceVXUSVanguard Total International Stock ETF$19,865,3310.0%314,8234.7%ETFORCLOracle$15,414,6630.0%82,7103.7%Computer and TechnologyUSIGiShares Broad USD Investment Grade Corporate Bond ETF$14,553,791$315,287 ▼-2.1%284,8103.5%ManufacturingWMTWalmart$13,891,0940.0%165,6663.3%Retail/WholesaleVRTXVertex Pharmaceuticals$13,867,6200.0%27,6003.3%MedicalVTIVanguard Total Stock Market ETF$12,950,2200.0%43,8503.1%ETFCATCaterpillar$12,564,7040.0%30,7803.0%Industrial ProductsVVisa$12,418,5380.0%40,6103.0%Business ServicesLINDE PLC$12,307,0270.0%26,4402.9%COMIEFAiShares Core MSCI EAFE ETF$12,014,2220.0%160,5752.9%ETFABBVAbbVie$11,546,3680.0%57,5852.8%MedicalAXPAmerican Express$11,439,8160.0%39,8852.7%FinanceVRSKVerisk Analytics$11,129,4980.0%39,7002.7%Business ServicesLOWLowe's Companies$10,950,2560.0%41,1202.6%Retail/WholesaleLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,421,1060.0%95,1962.5%FinanceMBBiShares MBS ETF$10,226,699$618,982 ▼-5.7%109,8702.4%ETFCMECME Group$10,196,0790.0%45,9202.4%FinanceITWIllinois Tool Works$9,781,0940.0%35,8402.3%Industrial ProductsPGProcter & Gamble$9,754,7600.0%59,6952.3%Consumer StaplesQCOMQUALCOMM$8,833,1070.0%51,0852.1%Computer and TechnologyUNPUnion Pacific$8,616,4590.0%35,5232.1%TransportationPEPPepsiCo$8,367,2800.0%51,0202.0%Consumer StaplesDEDeere & Company$8,352,7150.0%20,3152.0%Industrial ProductsIBMInternational Business Machines$8,225,1420.0%38,4912.0%Computer and TechnologyXOMExxon Mobil$7,894,1340.0%65,1601.9%Oils/EnergySHELShell$7,804,3880.0%113,7501.9%Oils/EnergyIVViShares Core S&P 500 ETF$7,457,435$769,085 ▼-9.3%12,4601.8%ETFTGTTarget$7,181,8070.0%47,5901.7%Retail/WholesaleJPMJPMorgan Chase & Co.$6,855,0200.0%29,0001.6%FinanceNEENextEra Energy$6,157,6420.0%82,5201.5%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$5,669,7080.0%57,6601.4%FinanceBNDVanguard Total Bond Market ETF$5,586,7300.0%76,5831.3%ETFBHPBHP Group$5,467,7700.0%94,6801.3%Basic MaterialsBKNGBooking$5,412,9570.0%1,1001.3%Retail/WholesaleBABInvesco Taxable Municipal Bond ETF$5,300,3400.0%198,5891.3%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$5,085,9900.0%97,2001.2%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$4,412,4630.0%77,1141.1%ETFPFEPfizer$4,004,2170.0%145,8201.0%MedicalIXUSiShares Core MSCI Total International Stock ETF$3,513,828$672,500 ▲23.7%49,6900.8%ManufacturingBNBrookfield$3,228,6550.0%56,1310.8%FinanceOTISOtis Worldwide$3,149,3280.0%31,2000.8%ConstructionGILDGilead Sciences$3,143,5690.0%32,1100.8%MedicalBMYBristol-Myers Squibb$2,943,3980.0%53,8000.7%MedicalBLVVanguard Long-Term Bond ETF$2,701,0400.0%38,0000.6%ETFSTZConstellation Brands$2,402,7840.0%10,3000.6%Consumer StaplesGOVTiShares U.S. Treasury Bond ETF$2,392,332$1,301,292 ▲119.3%105,2500.6%ETFMKLMarkel Group$1,963,3680.0%1,2000.5%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$1,598,4920.0%3,4740.4%FinanceHASHasbro$1,520,1180.0%23,7000.4%Consumer DiscretionaryVCSHVanguard Short-Term Corporate Bond ETF$922,1410.0%11,7620.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$890,3360.0%10,9170.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$834,0150.0%32,9000.2%ETFBIVVanguard Intermediate-Term Bond ETF$826,2200.0%10,9000.2%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$477,2000.0%10,0000.1%ETFBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$476,8400.0%10,4000.1%ETFTLHiShares 10-20 Year Treasury Bond ETF$300,764$302,817 ▼-50.2%2,9300.1%ETFIJRiShares Core S&P Small-Cap ETF$0$315,714 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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