Filed: 2/13/2026ACC: 0001455288-26-000003
📋 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 $448.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$448.34M
Total AUM (reported)
3.50M
Total Shares
Allocation by class
COM$448.34M100.0%
Portfolio Concentration
Top 3$71.26M15.9%
4–10$100.19M22.3%
11–25$154.88M34.5%
Rest$122.02M27.2%
Top 3 weight
15.9%
Top 10 weight
38.2%
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$25.66M
5.72%
Sole
34.00
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares314.82K
TypeSH
Market value$23.75M
5.30%
Sole
314.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31.90K
TypeSH
Market value$21.85M
4.87%
Sole
31.90K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares82.71K
TypeSH
Market value$16.12M
3.60%
Sole
82.71K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares43.85K
TypeSH
Market value$14.70M
3.28%
Sole
43.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares160.57K
TypeSH
Market value$14.37M
3.20%
Sole
160.57K
Shared
0.00
None
0.00
VISA INC
SOLEShares40.61K
TypeSH
Market value$14.24M
3.18%
Sole
40.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares273.99K
TypeSH
Market value$14.18M
3.16%
Sole
273.99K
Shared
0.00
None
0.00
WALMART INC
SOLEShares121.77K
TypeSH
Market value$13.57M
3.03%
Sole
121.77K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares56.92K
TypeSH
Market value$13.01M
2.90%
Sole
56.92K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares45.92K
TypeSH
Market value$12.54M
2.80%
Sole
45.92K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares27.60K
TypeSH
Market value$12.51M
2.79%
Sole
27.60K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares20.73K
TypeSH
Market value$11.88M
2.65%
Sole
20.73K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares38.49K
TypeSH
Market value$11.40M
2.54%
Sole
38.49K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares26.44K
TypeSH
Market value$11.27M
2.51%
Sole
26.44K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares28.73K
TypeSH
Market value$10.63M
2.37%
Sole
28.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.20K
TypeSH
Market value$10.49M
2.34%
Sole
95.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares109.57K
TypeSH
Market value$10.43M
2.33%
Sole
109.57K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares41.12K
TypeSH
Market value$9.92M
2.21%
Sole
41.12K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares20.32K
TypeSH
Market value$9.46M
2.11%
Sole
20.32K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares29K
TypeSH
Market value$9.34M
2.08%
Sole
29K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares39.70K
TypeSH
Market value$8.88M
1.98%
Sole
39.70K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares35.84K
TypeSH
Market value$8.83M
1.97%
Sole
35.84K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares51.09K
TypeSH
Market value$8.74M
1.95%
Sole
51.09K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares59.70K
TypeSH
Market value$8.55M
1.91%
Sole
59.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | COM | 34.00 | SH | $25.66M 5.72% | 34.00 | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | COM | 314.82K | SH | $23.75M 5.30% | 314.82K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 31.90K | SH | $21.85M 4.87% | 31.90K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 82.71K | SH | $16.12M 3.60% | 82.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | COM | 43.85K | SH | $14.70M 3.28% | 43.85K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 160.57K | SH | $14.37M 3.20% | 160.57K | 0.00 | 0.00 |
VISA INCSOLE | COM | 40.61K | SH | $14.24M 3.18% | 40.61K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 273.99K | SH | $14.18M 3.16% | 273.99K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 121.77K | SH | $13.57M 3.03% | 121.77K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 56.92K | SH | $13.01M 2.90% | 56.92K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 45.92K | SH | $12.54M 2.80% | 45.92K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 27.60K | SH | $12.51M 2.79% | 27.60K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 20.73K | SH | $11.88M 2.65% | 20.73K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 38.49K | SH | $11.40M 2.54% | 38.49K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 26.44K | SH | $11.27M 2.51% | 26.44K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 28.73K | SH | $10.63M 2.37% | 28.73K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 95.20K | SH | $10.49M 2.34% | 95.20K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 109.57K | SH | $10.43M 2.33% | 109.57K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 41.12K | SH | $9.92M 2.21% | 41.12K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 20.32K | SH | $9.46M 2.11% | 20.32K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 29K | SH | $9.34M 2.08% | 29K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 39.70K | SH | $8.88M 1.98% | 39.70K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 35.84K | SH | $8.83M 1.97% | 35.84K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 51.09K | SH | $8.74M 1.95% | 51.09K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 59.70K | SH | $8.55M 1.91% | 59.70K | 0.00 | 0.00 |
Page 1 of 3