Latest Shelter Mutual Insurance Co Stock Portfolio
$472Million | No. of Holdings #58
Shelter Mutual Insurance Co Performance
2026 Q1+0.26%
YTD+0.26%
2025+11.35%
About Shelter Mutual Insurance Co and 13F Hedge Fund Stock Holdings
On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Shelter Mutual Insurance Co reported an equity portfolio of $472.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Shelter Mutual Insurance Co are IJR, VXUS, . The fund has invested 6.7% of it's portfolio in ISHARES TR and 5.7% of portfolio in VANGUARD STAR FDS. <br><br> They significantly reduced their stock positions in QUALCOMM INC (QCOM) and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR).
Shelter Mutual Insurance Co Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$472Million
as of Aug 11, 2026Shelter Mutual Insurance Co Annual Return Estimates Vs S&P 500
Our best estimate is that Shelter Mutual Insurance Co made a return of 0.26% in the last quarter. In trailing 12 months, it's portfolio return was 7.99%.
- Performance
- S&P 500
New Buys
No new stocks were added by Shelter Mutual Insurance Co
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 30.07 |
Additions to existing portfolio by Shelter Mutual Insurance Co
Reductions
| Ticker | % Reduced |
|---|---|
| qualcomm inc | -29.95 |
| caterpillar inc | -19.25 |
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.
- Others
- Industrials
- Financial Services
- Consumer Defensive
- Healthcare
- Technology
- Consumer Cyclical
- Basic Materials
- Utilities
- Energy
| Sector | % |
|---|---|
| Others | 43.3 |
| Industrials | 12 |
| Financial Services | 10.1 |
| Consumer Defensive | 8.7 |
| Healthcare | 8.1 |
| Technology | 6.2 |
| Consumer Cyclical | 3.7 |
| Basic Materials | 2.9 |
| Utilities | 2.5 |
| Energy | 2.5 |
Market Cap. Distribution
Shelter Mutual Insurance Co has about 55.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 43.3 |
| MEGA-CAP | 29.8 |
| LARGE-CAP | 26.1 |
Stocks belong to which Index?
About 55.4% of the stocks held by Shelter Mutual Insurance Co either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 55.4 |
| Others | 43.8 |
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 37.5% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Shelter Mutual Insurance Co last quarter.
$472.83MTotal Value
58.00Positions
11 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 2.86% | 263,974 | $13.54M 2.86% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 2.26% | 113,212 | $10.70M 2.26% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 1.09% | 97,200 | $5.17M 1.09% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.12% | 5,868 | $588.9K 0.12% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Abbvie IncABBV Shelter Mutual Insurance Co's holding in Abbvie Inc over time | 3.03% | 56,925 | $14.32M 3.03% | 0%unchanged 0 percentunchanged | |
 Ishares Tr Ishares TrAMPS Shelter Mutual Insurance Co's holding in Ishares Tr over time | 0.66% | 136,932 | $3.12M 0.66% | 0%unchanged 0 percentunchanged | |
Ishares Tr Ishares TrAMPS Shelter Mutual Insurance Co's holding in Ishares Tr over time | 0.1% | 10,000 | $475.3K 0.1% | 0%unchanged 0 percentunchanged | |
 American Express Co Shelter Mutual Insurance Co's holding in American Express Co over time | 2.06% | 28,735 | $9.72M 2.06% | 0%unchanged 0 percentunchanged | |
 BAB Invesco Exch Traded Fd Tr IiInvesco Exch Traded Fd Tr IiBAB | 1.13% | 198,589 | $5.33M 1.13% | 0%unchanged 0 percentunchanged | |
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.1% | 10,400 | $477.9K 0.1% | 0%unchanged 0 percentunchanged | |
 BHP Bhp Billiton LimitedBhp Billiton LimitedBHP | 1.67% | 94,680 | $7.89M 1.67% | 0%unchanged 0 percentunchanged | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 0.18% | 32,900 | $839.3K 0.18% | 0%unchanged 0 percentunchanged | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 1.19% | 76,583 | $5.62M 1.19% | 0%unchanged 0 percentunchanged | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.55% | 38,000 | $2.62M 0.55% | 0%unchanged 0 percentunchanged | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.18% | 10,900 | $836.0K 0.18% | 0%unchanged 0 percentunchanged | |
 Booking Holdings Inc Shelter Mutual Insurance Co's holding in Booking Holdings Inc over time | 1.04% | 27,500 | $4.90M 1.04% | 0%unchanged 0 percentunchanged | |
 Bristol-Myers Squibb Co Shelter Mutual Insurance Co's holding in Bristol-Myers Squibb Co over time | 0.66% | 53,800 | $3.10M 0.66% | 0%unchanged 0 percentunchanged | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.2% | 11,762 | $929.6K 0.2% | 0%unchanged 0 percentunchanged | |
BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.19% | 10,917 | $902.3K 0.19% | 0%unchanged 0 percentunchanged | |
 Caterpillar Inc Shelter Mutual Insurance Co's holding in Caterpillar Inc over time | 3.77% | 16,740 | $17.83M 3.77% | 19.25%decreased 19.25 percentreduced | |