Filed: 4/29/2026ACC: 0001455288-26-000006
📋 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 $449.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$449.76M
Total AUM (reported)
3.49M
Total Shares
Allocation by class
COM$449.76M100.0%
Portfolio Concentration
Top 3$69.92M15.5%
4–10$98.62M21.9%
11–25$157.66M35.1%
Rest$123.57M27.5%
Top 3 weight
15.5%
Top 10 weight
37.5%
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)
Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares34.00
TypeSH
Market value$24.42M
5.43%
Sole
34.00
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares314.82K
TypeSH
Market value$24.28M
5.40%
Sole
314.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.49K
TypeSH
Market value$21.23M
4.72%
Sole
32.49K
Shared
0.00
None
0.00
WALMART INC
SOLEShares121.77K
TypeSH
Market value$15.13M
3.36%
Sole
121.77K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares20.73K
TypeSH
Market value$14.69M
3.27%
Sole
20.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares160.57K
TypeSH
Market value$14.54M
3.23%
Sole
160.57K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares43.85K
TypeSH
Market value$14.07M
3.13%
Sole
43.85K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares45.92K
TypeSH
Market value$13.56M
3.02%
Sole
45.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares263.97K
TypeSH
Market value$13.52M
3.01%
Sole
263.97K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares26.44K
TypeSH
Market value$13.11M
2.91%
Sole
26.44K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares56.92K
TypeSH
Market value$12.38M
2.75%
Sole
56.92K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares27.60K
TypeSH
Market value$12.32M
2.74%
Sole
27.60K
Shared
0.00
None
0.00
VISA INC
SOLEShares40.61K
TypeSH
Market value$12.27M
2.73%
Sole
40.61K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares82.71K
TypeSH
Market value$12.17M
2.71%
Sole
82.71K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares20.32K
TypeSH
Market value$11.44M
2.54%
Sole
20.32K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares65.16K
TypeSH
Market value$11.06M
2.46%
Sole
65.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares113.21K
TypeSH
Market value$10.75M
2.39%
Sole
113.21K
Shared
0.00
None
0.00
SHELL PLC
SOLEShares113.75K
TypeSH
Market value$10.58M
2.35%
Sole
113.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.20K
TypeSH
Market value$10.38M
2.31%
Sole
95.20K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares41.12K
TypeSH
Market value$9.72M
2.16%
Sole
41.12K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares38.49K
TypeSH
Market value$9.33M
2.07%
Sole
38.49K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares35.84K
TypeSH
Market value$9.33M
2.07%
Sole
35.84K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares28.73K
TypeSH
Market value$8.69M
1.93%
Sole
28.73K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares59.70K
TypeSH
Market value$8.62M
1.92%
Sole
59.70K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares35.52K
TypeSH
Market value$8.62M
1.92%
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 | $24.42M 5.43% | 34.00 | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | COM | 314.82K | SH | $24.28M 5.40% | 314.82K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 32.49K | SH | $21.23M 4.72% | 32.49K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 121.77K | SH | $15.13M 3.36% | 121.77K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 20.73K | SH | $14.69M 3.27% | 20.73K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 160.57K | SH | $14.54M 3.23% | 160.57K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | COM | 43.85K | SH | $14.07M 3.13% | 43.85K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 45.92K | SH | $13.56M 3.02% | 45.92K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 263.97K | SH | $13.52M 3.01% | 263.97K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 26.44K | SH | $13.11M 2.91% | 26.44K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 56.92K | SH | $12.38M 2.75% | 56.92K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 27.60K | SH | $12.32M 2.74% | 27.60K | 0.00 | 0.00 |
VISA INCSOLE | COM | 40.61K | SH | $12.27M 2.73% | 40.61K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 82.71K | SH | $12.17M 2.71% | 82.71K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 20.32K | SH | $11.44M 2.54% | 20.32K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 65.16K | SH | $11.06M 2.46% | 65.16K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 113.21K | SH | $10.75M 2.39% | 113.21K | 0.00 | 0.00 |
SHELL PLCSOLE | COM | 113.75K | SH | $10.58M 2.35% | 113.75K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 95.20K | SH | $10.38M 2.31% | 95.20K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 41.12K | SH | $9.72M 2.16% | 41.12K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 38.49K | SH | $9.33M 2.07% | 38.49K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 35.84K | SH | $9.33M 2.07% | 35.84K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 28.73K | SH | $8.69M 1.93% | 28.73K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 59.70K | SH | $8.62M 1.92% | 59.70K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 35.52K | SH | $8.62M 1.92% | 35.52K | 0.00 | 0.00 |
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