Shelter Mutual Insurance Co Top Holdings and 13F Report (2024) About Shelter Mutual Insurance CoInvestment ActivityShelter Mutual Insurance Co has $472.83 million in total holdings as of September 30, 2024.Shelter Mutual Insurance Co owns shares of 58 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.54% of the portfolio was purchased this quarter.About 1.50% of the portfolio was sold this quarter.This quarter, Shelter Mutual Insurance Co has purchased 58 new stocks and bought additional shares in 2 stocks.Shelter Mutual Insurance Co sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $31,651,087Vanguard Total International Stock ETF $26,914,218Berkshire Hathaway $25,460,900Caterpillar $17,826,426Vanguard Total Stock Market ETF $16,226,254 Largest Purchases this Quarter iShares Core S&P 500 ETF 9,770 shares (about $7.32M)Booking 26,400 shares (about $4.71M) Largest Sales this Quarter Caterpillar 3,990 shares (about $4.25M)Qualcomm 15,300 shares (about $2.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofShelter Mutual Insurance Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$31,651,087$7,316,655 â–²30.1%42,2646.7%ETFVXUSVanguard Total International Stock ETF$26,914,2180.0%314,8235.7%ETFBRK.ABerkshire Hathaway$25,460,9000.0%345.4%FinanceCATCaterpillar$17,826,426$4,248,951 â–¼-19.2%16,7403.8%IndustrialsVTIVanguard Total Stock Market ETF$16,226,2540.0%43,8503.4%ETFIEFAiShares Core MSCI EAFE ETF$15,508,3340.0%160,5753.3%ETFABBVAbbVie$14,324,6070.0%56,9253.0%HealthcareVVisa$13,932,8850.0%40,6102.9%FinanceWALMART INC$13,791,2170.0%121,7662.9%COMLINDE PLC$13,720,7740.0%26,4402.9%COMVRTXVertex Pharmaceuticals$13,709,7480.0%27,6002.9%HealthcareUSIGiShares Broad USD Investment Grade Corporate Bond ETF$13,536,5870.0%263,9742.9%ETFDEDeere & Company$12,886,4140.0%20,3152.7%IndustrialsORCLOracle$12,121,1510.0%82,7102.6%TechnologyIBMInternational Business Machines$10,824,0540.0%38,4912.3%TechnologyMBBiShares MBS ETF$10,700,7980.0%113,2122.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,383,0280.0%95,1962.2%ETFCMECME Group$10,140,5140.0%45,9202.1%FinanceAXPAmerican Express$9,719,6140.0%28,7352.1%FinanceITWIllinois Tool Works$9,693,6450.0%35,8402.1%IndustrialsUNPUnion Pacific$9,662,2560.0%35,5232.0%IndustrialsJPMJPMorgan Chase & Co.$9,492,5700.0%29,0002.0%FinanceLOWLowe's Companies$9,066,5490.0%41,1201.9%Consumer DiscretionaryXOMExxonMobil$8,908,6750.0%65,1601.9%EnergySHELShell$8,820,1750.0%113,7501.9%EnergyPGProcter & Gamble$8,753,6750.0%59,6951.9%Consumer StaplesBHPBHP Group$7,887,7910.0%94,6801.7%MaterialsNEENextEra Energy$7,242,7800.0%82,5201.5%UtilitiesVRSKVerisk Analytics$7,127,3410.0%39,7001.5%IndustrialsPEPPepsiCo$6,908,1080.0%51,0201.5%Consumer StaplesQCOMQualcomm$6,612,710$2,827,287 â–¼-30.0%35,7851.4%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$6,388,1240.0%77,1141.4%ETFTGTTarget$6,215,7300.0%47,5901.3%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$5,707,1870.0%57,6601.2%ETFBNDVanguard Total Bond Market ETF$5,621,9580.0%76,5831.2%ETFBABInvesco Taxable Municipal Bond ETF$5,330,1290.0%198,5891.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$5,167,1520.0%97,2001.1%ETFBKNGBooking$4,901,600$4,705,536 â–²2,400.0%27,5001.0%Consumer DiscretionaryIXUSiShares Core MSCI Total International Stock ETF$4,663,0950.0%48,8181.0%ETFGILDGilead Sciences$4,056,7770.0%32,1100.9%HealthcareBNBrookfield$3,585,9080.0%84,1960.8%FinancePFEPfizer$3,511,3460.0%145,8200.7%HealthcareGOVTiShares U.S. Treasury Bond ETF$3,119,3110.0%136,9320.7%ETFBMYBristol Myers Squibb$3,099,9560.0%53,8000.7%HealthcareBLVVanguard Long-Term Bond ETF$2,619,3400.0%38,0000.6%ETFMKLMarkel Group$2,343,6120.0%1,2000.5%FinanceOTISOtis Worldwide$2,233,9200.0%31,2000.5%IndustrialsHASHasbro$1,957,3830.0%23,7000.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,738,3550.0%3,4740.4%FinanceSTZConstellation Brands$1,432,6270.0%10,3000.3%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$929,5510.0%11,7620.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$902,2900.0%10,9170.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$839,2790.0%32,9000.2%ETFBIVVanguard Intermediate-Term Bond ETF$836,0300.0%10,9000.2%ETFTLHiShares 10-20 Year Treasury Bond ETF$588,8540.0%5,8680.1%ETFVLUEiShares MSCI USA Value Factor ETF$530,9480.0%2,6570.1%ETFBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$477,8800.0%10,4000.1%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$475,3000.0%10,0000.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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