Filed: 10/31/2025ACC: 0001455288-25-000021
📋 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 $445.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$445.95M
Total AUM (reported)
3.50M
Total Shares
Allocation by class
COM$445.95M100.0%
Portfolio Concentration
Top 3$72.03M16.2%
4–10$101.51M22.8%
11–25$154.95M34.7%
Rest$117.46M26.3%
Top 3 weight
16.2%
Top 10 weight
38.9%
Voting Authority Distribution
Total shares with voting rights: 3.50M
Sole
Full voting authority
3.50M
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$25.64M
5.75%
Sole
34.00
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares82.71K
TypeSH
Market value$23.26M
5.22%
Sole
82.71K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares314.82K
TypeSH
Market value$23.13M
5.19%
Sole
314.82K
Shared
0.00
None
0.00
WALMART INC
SOLEShares165.67K
TypeSH
Market value$17.07M
3.83%
Sole
165.67K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares30.78K
TypeSH
Market value$14.69M
3.29%
Sole
30.78K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares43.85K
TypeSH
Market value$14.39M
3.23%
Sole
43.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares270.86K
TypeSH
Market value$14.14M
3.17%
Sole
270.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares160.57K
TypeSH
Market value$14.02M
3.14%
Sole
160.57K
Shared
0.00
None
0.00
VISA INC
SOLEShares40.61K
TypeSH
Market value$13.86M
3.11%
Sole
40.61K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares57.59K
TypeSH
Market value$13.33M
2.99%
Sole
57.59K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares39.88K
TypeSH
Market value$13.25M
2.97%
Sole
39.88K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares26.44K
TypeSH
Market value$12.56M
2.82%
Sole
26.44K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares45.92K
TypeSH
Market value$12.41M
2.78%
Sole
45.92K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares38.49K
TypeSH
Market value$10.86M
2.44%
Sole
38.49K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares27.60K
TypeSH
Market value$10.81M
2.42%
Sole
27.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.20K
TypeSH
Market value$10.61M
2.38%
Sole
95.20K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares41.12K
TypeSH
Market value$10.33M
2.32%
Sole
41.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares108.10K
TypeSH
Market value$10.29M
2.31%
Sole
108.10K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares39.70K
TypeSH
Market value$9.98M
2.24%
Sole
39.70K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares35.84K
TypeSH
Market value$9.35M
2.10%
Sole
35.84K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares20.32K
TypeSH
Market value$9.29M
2.08%
Sole
20.32K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares59.70K
TypeSH
Market value$9.17M
2.06%
Sole
59.70K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares29K
TypeSH
Market value$9.15M
2.05%
Sole
29K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares51.09K
TypeSH
Market value$8.50M
1.91%
Sole
51.09K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares35.52K
TypeSH
Market value$8.40M
1.88%
Sole
35.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | COM | 34.00 | SH | $25.64M 5.75% | 34.00 | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 82.71K | SH | $23.26M 5.22% | 82.71K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | COM | 314.82K | SH | $23.13M 5.19% | 314.82K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 165.67K | SH | $17.07M 3.83% | 165.67K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 30.78K | SH | $14.69M 3.29% | 30.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | COM | 43.85K | SH | $14.39M 3.23% | 43.85K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 270.86K | SH | $14.14M 3.17% | 270.86K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 160.57K | SH | $14.02M 3.14% | 160.57K | 0.00 | 0.00 |
VISA INCSOLE | COM | 40.61K | SH | $13.86M 3.11% | 40.61K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 57.59K | SH | $13.33M 2.99% | 57.59K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 39.88K | SH | $13.25M 2.97% | 39.88K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 26.44K | SH | $12.56M 2.82% | 26.44K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 45.92K | SH | $12.41M 2.78% | 45.92K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 38.49K | SH | $10.86M 2.44% | 38.49K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 27.60K | SH | $10.81M 2.42% | 27.60K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 95.20K | SH | $10.61M 2.38% | 95.20K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 41.12K | SH | $10.33M 2.32% | 41.12K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 108.10K | SH | $10.29M 2.31% | 108.10K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 39.70K | SH | $9.98M 2.24% | 39.70K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 35.84K | SH | $9.35M 2.10% | 35.84K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 20.32K | SH | $9.29M 2.08% | 20.32K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 59.70K | SH | $9.17M 2.06% | 59.70K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 29K | SH | $9.15M 2.05% | 29K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 51.09K | SH | $8.50M 1.91% | 51.09K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 35.52K | SH | $8.40M 1.88% | 35.52K | 0.00 | 0.00 |
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