Filed: 4/22/2025ACC: 0001455288-25-000011
📋 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 $414.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$414.79M
Total AUM (reported)
3.49M
Total Shares
Allocation by class
COM$414.79M100.0%
Portfolio Concentration
Top 3$61.25M14.8%
4–10$90.86M21.9%
11–25$149.30M36.0%
Rest$113.38M27.3%
Top 3 weight
14.8%
Top 10 weight
36.7%
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$27.15M
6.54%
Sole
34.00
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares314.82K
TypeSH
Market value$19.55M
4.71%
Sole
314.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares284.81K
TypeSH
Market value$14.55M
3.51%
Sole
284.81K
Shared
0.00
None
0.00
WALMART INC
SOLEShares165.67K
TypeSH
Market value$14.54M
3.51%
Sole
165.67K
Shared
0.00
None
0.00
VISA INC
SOLEShares40.61K
TypeSH
Market value$14.23M
3.43%
Sole
40.61K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares27.60K
TypeSH
Market value$13.38M
3.23%
Sole
27.60K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares26.44K
TypeSH
Market value$12.31M
2.97%
Sole
26.44K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares45.92K
TypeSH
Market value$12.18M
2.94%
Sole
45.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares160.57K
TypeSH
Market value$12.15M
2.93%
Sole
160.57K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares57.59K
TypeSH
Market value$12.07M
2.91%
Sole
57.59K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares43.85K
TypeSH
Market value$12.05M
2.91%
Sole
43.85K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares39.70K
TypeSH
Market value$11.82M
2.85%
Sole
39.70K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares82.71K
TypeSH
Market value$11.56M
2.79%
Sole
82.71K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares39.88K
TypeSH
Market value$10.73M
2.59%
Sole
39.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.20K
TypeSH
Market value$10.35M
2.49%
Sole
95.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares109.87K
TypeSH
Market value$10.30M
2.48%
Sole
109.87K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares59.70K
TypeSH
Market value$10.17M
2.45%
Sole
59.70K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares30.78K
TypeSH
Market value$10.15M
2.45%
Sole
30.78K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares41.12K
TypeSH
Market value$9.59M
2.31%
Sole
41.12K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares38.49K
TypeSH
Market value$9.57M
2.31%
Sole
38.49K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares20.32K
TypeSH
Market value$9.53M
2.30%
Sole
20.32K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares35.84K
TypeSH
Market value$8.89M
2.14%
Sole
35.84K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares35.52K
TypeSH
Market value$8.39M
2.02%
Sole
35.52K
Shared
0.00
None
0.00
SHELL PLC
SOLEShares113.75K
TypeSH
Market value$8.34M
2.01%
Sole
113.75K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares51.09K
TypeSH
Market value$7.85M
1.89%
Sole
51.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | COM | 34.00 | SH | $27.15M 6.54% | 34.00 | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | COM | 314.82K | SH | $19.55M 4.71% | 314.82K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 284.81K | SH | $14.55M 3.51% | 284.81K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 165.67K | SH | $14.54M 3.51% | 165.67K | 0.00 | 0.00 |
VISA INCSOLE | COM | 40.61K | SH | $14.23M 3.43% | 40.61K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 27.60K | SH | $13.38M 3.23% | 27.60K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 26.44K | SH | $12.31M 2.97% | 26.44K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 45.92K | SH | $12.18M 2.94% | 45.92K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 160.57K | SH | $12.15M 2.93% | 160.57K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 57.59K | SH | $12.07M 2.91% | 57.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | COM | 43.85K | SH | $12.05M 2.91% | 43.85K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 39.70K | SH | $11.82M 2.85% | 39.70K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 82.71K | SH | $11.56M 2.79% | 82.71K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 39.88K | SH | $10.73M 2.59% | 39.88K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 95.20K | SH | $10.35M 2.49% | 95.20K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 109.87K | SH | $10.30M 2.48% | 109.87K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 59.70K | SH | $10.17M 2.45% | 59.70K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 30.78K | SH | $10.15M 2.45% | 30.78K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 41.12K | SH | $9.59M 2.31% | 41.12K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 38.49K | SH | $9.57M 2.31% | 38.49K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 20.32K | SH | $9.53M 2.30% | 20.32K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 35.84K | SH | $8.89M 2.14% | 35.84K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 35.52K | SH | $8.39M 2.02% | 35.52K | 0.00 | 0.00 |
SHELL PLCSOLE | COM | 113.75K | SH | $8.34M 2.01% | 113.75K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 51.09K | SH | $7.85M 1.89% | 51.09K | 0.00 | 0.00 |
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