Latest Shelter Mutual Insurance Co Stock Portfolio

Shelter Mutual Insurance Co Performance:

2025 Q4: -0.03%YTD: 11.35%2024: 10.71%

Performance for 2025 Q4 is -0.03%, and YTD is 11.35%, and 2024 is 10.71%.

About Shelter Mutual Insurance Co and 13F Hedge Fund Stock Holdings

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Shelter Mutual Insurance Co reported an equity portfolio of $448.3 Millions as of 31 Dec, 2025.

The top stock holdings of Shelter Mutual Insurance Co are , VXUS, IJR. The fund has invested 5.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 5.3% of portfolio in VANGUARD STAR FDS.

They significantly reduced their stock positions in CATERPILLAR INC (CAT), AMERICAN EXPRESS CO (AXP) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), BROOKFIELD CORP and ISHARES TR (AMPS).

Shelter Mutual Insurance Co Annual Return Estimates Vs S&P 500

Our best estimate is that Shelter Mutual Insurance Co made a return of -0.03% in the last quarter. In trailing 12 months, it's portfolio return was 11.35%.

Performance
S&P 500

New Buys

No new stocks were added by Shelter Mutual Insurance Co

Additions

Ticker	% Inc.
ishares tr	188
brookfield corp	50.00
ishares tr	10.48
ishares tr	9.59
ishares tr	8.74
ishares tr	4.61
ishares tr	1.36
ishares tr	1.16

Additions to existing portfolio by Shelter Mutual Insurance Co

Reductions

Ticker	% Reduced
caterpillar inc	-32.65
american express co	-27.96
walmart inc	-26.5
abbvie inc	-1.15

Shelter Mutual Insurance Co reduced stake in above stock

Sold off

None of the stocks were completely sold off by Shelter Mutual Insurance Co

Sector Distribution

Shelter Mutual Insurance Co has about 43.3% of it's holdings in Others sector.

Sector	%
Others	43.3
Industrials	11.1
Financial Services	11
Technology	8.1
Healthcare	8
Consumer Defensive	7.9
Consumer Cyclical	4
Basic Materials	2.5
Utilities	2.3
Energy	1.7

Market Cap. Distribution

Shelter Mutual Insurance Co has about 55.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	43.3
MEGA-CAP	30.2
LARGE-CAP	25.7

Stocks belong to which Index?

About 55.3% of the stocks held by Shelter Mutual Insurance Co either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	55.3
Others	43.9

Top 5 Winners (%)		%
BMY	bristol-myers squibb co	19.6 %
CAT	caterpillar inc	16.8 %
VRTX	vertex pharmaceuticals inc	15.8 %
MKL	markel group inc	12.5 %
GILD	gilead sciences inc	10.6 %

Top 5 Winners ($)		$
CAT	caterpillar inc	2.5 M
VRTX	vertex pharmaceuticals inc	1.7 M
AXP	american express co	1.3 M
WMT	walmart inc	1.2 M
VXUS	vanguard star fds	0.6 M

Top 5 Losers (%)		%
ORCL	oracle corp	-30.7 %
	brookfield corp	-29.2 %
VRSK	verisk analytics inc	-11.1 %
LIN	linde plc	-10.2 %
PG	procter and gamble co	-6.7 %

Top 5 Losers ($)		$
ORCL	oracle corp	-7.1 M
	brookfield corp	-1.6 M
LIN	linde plc	-1.3 M
VRSK	verisk analytics inc	-1.1 M
PG	procter and gamble co	-0.6 M

Shelter Mutual Insurance Co Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Shelter Mutual Insurance Co

Shelter Mutual Insurance Co has 58 stocks in it's portfolio. About 38.2% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Shelter Mutual Insurance Co last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	3.16	273,990	14,181,700	added	1.16

AAXJ	ishares tr	2.33	109,570	10,433,300	added	1.36

AAXJ	ishares tr	1.17	97,200	5,237,140	unchanged	0.00

AAXJ	ishares tr	0.09	3,770	383,296	added	9.59

ABBV	abbvie inc	2.90	56,925	13,006,800	reduced	-1.15

AMPS	ishares tr	0.71	137,620	3,169,390	added	10.48

AMPS	ishares tr	0.11	10,000	480,950	unchanged	0.00

AXP	american express co	2.37	28,735	10,630,500	reduced	-27.96

BAB	invesco exch traded fd tr ii	1.21	198,589	5,401,620	unchanged	0.00

BBAX	j p morgan exchange traded f	0.11	10,400	482,768	unchanged	0.00

BHP	bhp group ltd	1.27	94,680	5,715,830	unchanged	0.00

BIL	spdr series trust	0.19	32,900	847,340	unchanged	0.00

BIV	vanguard bd index fds	1.26	76,583	5,672,500	unchanged	0.00

BIV	vanguard bd index fds	0.59	38,000	2,641,760	unchanged	0.00

BIV	vanguard bd index fds	0.19	10,900	848,892	unchanged	0.00

BKNG	booking holdings inc	1.31	1,100	5,890,860	unchanged	0.00

BMY	bristol-myers squibb co	0.65	53,800	2,901,970	unchanged	0.00

BNDW	vanguard scottsdale fds	0.21	11,762	937,784	unchanged	0.00

BNDW	vanguard scottsdale fds	0.20	10,917	914,299	unchanged	0.00

CAT	caterpillar inc	2.65	20,730	11,875,600	reduced	-32.65