Filed: 7/29/2025ACC: 0001455288-25-000013
📋 What this filing means
SHELTER MUTUAL INSURANCE CO filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $431.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$431.37M
Total AUM (reported)
3.51M
Total Shares
Allocation by class
COM$431.37M100.0%
Portfolio Concentration
Top 3$64.61M15.0%
4–10$97.53M22.6%
11–25$154.02M35.7%
Rest$115.21M26.7%
Top 3 weight
15.0%
Top 10 weight
37.6%
Voting Authority Distribution
Total shares with voting rights: 3.51M
Sole
Full voting authority
3.51M
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)
Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares34.00
TypeSH
Market value$24.78M
5.74%
Sole
34.00
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares314.82K
TypeSH
Market value$21.75M
5.04%
Sole
314.82K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares82.71K
TypeSH
Market value$18.08M
4.19%
Sole
82.71K
Shared
0.00
None
0.00
WALMART INC
SOLEShares165.67K
TypeSH
Market value$16.20M
3.76%
Sole
165.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares287.81K
TypeSH
Market value$14.80M
3.43%
Sole
287.81K
Shared
0.00
None
0.00
VISA INC
SOLEShares40.61K
TypeSH
Market value$14.42M
3.34%
Sole
40.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares160.57K
TypeSH
Market value$13.40M
3.11%
Sole
160.57K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares43.85K
TypeSH
Market value$13.33M
3.09%
Sole
43.85K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares39.88K
TypeSH
Market value$12.72M
2.95%
Sole
39.88K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares45.92K
TypeSH
Market value$12.66M
2.93%
Sole
45.92K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares26.44K
TypeSH
Market value$12.41M
2.88%
Sole
26.44K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares39.70K
TypeSH
Market value$12.37M
2.87%
Sole
39.70K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares27.60K
TypeSH
Market value$12.29M
2.85%
Sole
27.60K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares30.78K
TypeSH
Market value$11.95M
2.77%
Sole
30.78K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares38.49K
TypeSH
Market value$11.35M
2.63%
Sole
38.49K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares57.59K
TypeSH
Market value$10.69M
2.48%
Sole
57.59K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.20K
TypeSH
Market value$10.43M
2.42%
Sole
95.20K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares20.32K
TypeSH
Market value$10.33M
2.39%
Sole
20.32K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares106.47K
TypeSH
Market value$10.00M
2.32%
Sole
106.47K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares59.70K
TypeSH
Market value$9.51M
2.20%
Sole
59.70K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares41.12K
TypeSH
Market value$9.12M
2.11%
Sole
41.12K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares35.84K
TypeSH
Market value$8.86M
2.05%
Sole
35.84K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares29K
TypeSH
Market value$8.41M
1.95%
Sole
29K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares35.52K
TypeSH
Market value$8.17M
1.89%
Sole
35.52K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares51.09K
TypeSH
Market value$8.14M
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 | $24.78M 5.74% | 34.00 | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | COM | 314.82K | SH | $21.75M 5.04% | 314.82K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 82.71K | SH | $18.08M 4.19% | 82.71K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 165.67K | SH | $16.20M 3.76% | 165.67K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 287.81K | SH | $14.80M 3.43% | 287.81K | 0.00 | 0.00 |
VISA INCSOLE | COM | 40.61K | SH | $14.42M 3.34% | 40.61K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 160.57K | SH | $13.40M 3.11% | 160.57K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | COM | 43.85K | SH | $13.33M 3.09% | 43.85K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 39.88K | SH | $12.72M 2.95% | 39.88K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 45.92K | SH | $12.66M 2.93% | 45.92K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 26.44K | SH | $12.41M 2.88% | 26.44K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 39.70K | SH | $12.37M 2.87% | 39.70K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 27.60K | SH | $12.29M 2.85% | 27.60K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 30.78K | SH | $11.95M 2.77% | 30.78K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 38.49K | SH | $11.35M 2.63% | 38.49K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 57.59K | SH | $10.69M 2.48% | 57.59K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 95.20K | SH | $10.43M 2.42% | 95.20K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 20.32K | SH | $10.33M 2.39% | 20.32K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 106.47K | SH | $10.00M 2.32% | 106.47K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 59.70K | SH | $9.51M 2.20% | 59.70K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 41.12K | SH | $9.12M 2.11% | 41.12K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 35.84K | SH | $8.86M 2.05% | 35.84K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 29K | SH | $8.41M 1.95% | 29K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 35.52K | SH | $8.17M 1.89% | 35.52K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 51.09K | SH | $8.14M 1.89% | 51.09K | 0.00 | 0.00 |
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