Filed: 2/7/2025ACC: 0001455288-25-000004
📋 What this filing means
SHELTER MUTUAL INSURANCE CO filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $401.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$401.22M
Total AUM (reported)
3.49M
Total Shares
Allocation by class
COM$401.22M100.0%
Portfolio Concentration
Top 3$56.67M14.1%
4–10$87.93M21.9%
11–25$144.28M36.0%
Rest$112.34M28.0%
Top 3 weight
14.1%
Top 10 weight
36.0%
Voting Authority Distribution
Total shares with voting rights: 3.49M
Sole
Full voting authority
3.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares34.00
TypeSH
Market value$23.15M
5.77%
Sole
34.00
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares314.82K
TypeSH
Market value$18.55M
4.62%
Sole
314.82K
Shared
0.00
None
0.00
WALMART INC
SOLEShares165.67K
TypeSH
Market value$14.97M
3.73%
Sole
165.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares284.81K
TypeSH
Market value$14.32M
3.57%
Sole
284.81K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares82.71K
TypeSH
Market value$13.78M
3.44%
Sole
82.71K
Shared
0.00
None
0.00
VISA INC
SOLEShares40.61K
TypeSH
Market value$12.83M
3.20%
Sole
40.61K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares43.85K
TypeSH
Market value$12.71M
3.17%
Sole
43.85K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares39.88K
TypeSH
Market value$11.84M
2.95%
Sole
39.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares160.57K
TypeSH
Market value$11.29M
2.81%
Sole
160.57K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares30.78K
TypeSH
Market value$11.17M
2.78%
Sole
30.78K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares27.60K
TypeSH
Market value$11.11M
2.77%
Sole
27.60K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares26.44K
TypeSH
Market value$11.07M
2.76%
Sole
26.44K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares39.70K
TypeSH
Market value$10.93M
2.73%
Sole
39.70K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares45.92K
TypeSH
Market value$10.66M
2.66%
Sole
45.92K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares57.59K
TypeSH
Market value$10.23M
2.55%
Sole
57.59K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.20K
TypeSH
Market value$10.17M
2.53%
Sole
95.20K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares41.12K
TypeSH
Market value$10.15M
2.53%
Sole
41.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares109.87K
TypeSH
Market value$10.07M
2.51%
Sole
109.87K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares59.70K
TypeSH
Market value$10.01M
2.49%
Sole
59.70K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares35.84K
TypeSH
Market value$9.09M
2.26%
Sole
35.84K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares20.32K
TypeSH
Market value$8.61M
2.15%
Sole
20.32K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares38.49K
TypeSH
Market value$8.46M
2.11%
Sole
38.49K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares35.52K
TypeSH
Market value$8.10M
2.02%
Sole
35.52K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares51.09K
TypeSH
Market value$7.85M
1.96%
Sole
51.09K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares51.02K
TypeSH
Market value$7.76M
1.93%
Sole
51.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | COM | 34.00 | SH | $23.15M 5.77% | 34.00 | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | COM | 314.82K | SH | $18.55M 4.62% | 314.82K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 165.67K | SH | $14.97M 3.73% | 165.67K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 284.81K | SH | $14.32M 3.57% | 284.81K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 82.71K | SH | $13.78M 3.44% | 82.71K | 0.00 | 0.00 |
VISA INCSOLE | COM | 40.61K | SH | $12.83M 3.20% | 40.61K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | COM | 43.85K | SH | $12.71M 3.17% | 43.85K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 39.88K | SH | $11.84M 2.95% | 39.88K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 160.57K | SH | $11.29M 2.81% | 160.57K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 30.78K | SH | $11.17M 2.78% | 30.78K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 27.60K | SH | $11.11M 2.77% | 27.60K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 26.44K | SH | $11.07M 2.76% | 26.44K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 39.70K | SH | $10.93M 2.73% | 39.70K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 45.92K | SH | $10.66M 2.66% | 45.92K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 57.59K | SH | $10.23M 2.55% | 57.59K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 95.20K | SH | $10.17M 2.53% | 95.20K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 41.12K | SH | $10.15M 2.53% | 41.12K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 109.87K | SH | $10.07M 2.51% | 109.87K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 59.70K | SH | $10.01M 2.49% | 59.70K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 35.84K | SH | $9.09M 2.26% | 35.84K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 20.32K | SH | $8.61M 2.15% | 20.32K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 38.49K | SH | $8.46M 2.11% | 38.49K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 35.52K | SH | $8.10M 2.02% | 35.52K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 51.09K | SH | $7.85M 1.96% | 51.09K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 51.02K | SH | $7.76M 1.93% | 51.02K | 0.00 | 0.00 |
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