Shelter Mutual Insurance Co

CIK 0001455288 · COLUMBIA, MO · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Shelter Mutual Insurance Co reported 58 positions worth $472.8M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IVV (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$472.8M
2026 Q2
Positions
58
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.0%
Est. Net Flow (Q)
2026 Q2
10 / 58 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$31.7M6.69%42,264
2VXUSVANGUARD STAR FDSSH$26.9M5.69%314,823
3BRK-ABERKSHIRE HATHAWAY INC DELSH$25.5M5.38%34
4CATCATERPILLAR INCSH$17.8M3.77%16,740
5VTIVANGUARD INDEX FDSSH$16.2M3.43%43,850
6IEFAISHARES TRSH$15.5M3.28%160,575
7ABBVABBVIE INCSH$14.3M3.03%56,925
8VVISA INCSH$13.9M2.95%40,610
9WMTWALMART INCSH$13.8M2.92%121,766
10LINLINDE PLCSH$13.7M2.90%26,440

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Shelter Mutual Insurance Co hold as of Q2 2026?

Shelter Mutual Insurance Co reported 58 positions worth $472.8M in its Q2 2026 13F filing. Largest positions: IVV (6.7%), VXUS (5.7%), BRK-A (5.4%), CAT (3.8%) and VTI (3.4%).

What did Shelter Mutual Insurance Co buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Shelter Mutual Insurance Co sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.