Shelter Mutual Insurance Co Top Holdings and 13F Report (2024) About Shelter Mutual Insurance CoInvestment ActivityShelter Mutual Insurance Co has $449.76 million in total holdings as of September 30, 2024.Shelter Mutual Insurance Co owns shares of 58 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 0.29% of the portfolio was purchased this quarter.About 0.24% of the portfolio was sold this quarter.This quarter, Shelter Mutual Insurance Co has purchased 58 new stocks and bought additional shares in 3 stocks.Shelter Mutual Insurance Co sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $24,416,760Vanguard Total International Stock ETF $24,276,002iShares Core S&P 500 ETF $21,225,406WALMART INC $15,133,079Caterpillar $14,686,376 Largest New Holdings this Quarter 46432F388 - iShares MSCI USA Value Factor ETF $374,650 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 598 shares (about $390.62K)iShares MSCI USA Value Factor ETF 2,657 shares (about $374.65K)iShares MBS ETF 3,642 shares (about $345.81K)iShares 10-20 Year Treasury Bond ETF 2,098 shares (about $211.31K) Largest Sales this Quarter iShares Broad USD Investment Grade Corporate Bond ETF 10,016 shares (about $513.12K)iShares Core MSCI Total International Stock ETF 1,962 shares (about $169.87K)iShares U.S. Treasury Bond ETF 688 shares (about $15.76K) 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 PortfolioSectorBRK.ABerkshire Hathaway$24,416,7600.0%345.4%FinanceVXUSVanguard Total International Stock ETF$24,276,0020.0%314,8235.4%ETFIVViShares Core S&P 500 ETF$21,225,406$390,620 ▲1.9%32,4944.7%ETFWALMART INC$15,133,0790.0%121,7663.4%COMCATCaterpillar$14,686,3760.0%20,7303.3%IndustrialsIEFAiShares Core MSCI EAFE ETF$14,536,8550.0%160,5753.2%ETFVTIVanguard Total Stock Market ETF$14,067,5190.0%43,8503.1%ETFCMECME Group$13,562,4720.0%45,9203.0%FinanceUSIGiShares Broad USD Investment Grade Corporate Bond ETF$13,523,388$513,120 ▼-3.7%263,9743.0%ManufacturingLINDE PLC$13,107,8940.0%26,4402.9%COMABBVAbbVie$12,380,6190.0%56,9252.8%MedicalVRTXVertex Pharmaceuticals$12,324,5040.0%27,6002.7%MedicalVVisa$12,273,9660.0%40,6102.7%Business ServicesORCLOracle$12,167,4680.0%82,7102.7%Computer and TechnologyDEDeere & Company$11,443,4400.0%20,3152.5%IndustrialsXOMExxonMobil$11,055,0460.0%65,1602.5%EnergyMBBiShares MBS ETF$10,749,479$345,808 ▲3.3%113,2122.4%ETFSHELShell$10,578,7500.0%113,7502.4%EnergyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,375,4120.0%95,1962.3%FinanceLOWLowe's Companies$9,715,8340.0%41,1202.2%Retail/WholesaleIBMInternational Business Machines$9,329,8340.0%38,4912.1%Computer and TechnologyITWIllinois Tool Works$9,328,7940.0%35,8402.1%IndustrialsAXPAmerican Express$8,691,7630.0%28,7351.9%FinancePGProcter & Gamble$8,622,3460.0%59,6951.9%Consumer StaplesUNPUnion Pacific$8,618,5900.0%35,5231.9%TransportationJPMJPMorgan Chase & Co.$8,530,6400.0%29,0001.9%FinancePEPPepsiCo$7,922,8960.0%51,0201.8%Consumer StaplesNEENextEra Energy$7,664,4580.0%82,5201.7%UtilitiesVRSKVerisk Analytics$7,533,0750.0%39,7001.7%Business ServicesBHPBHP Group$6,887,0230.0%94,6801.5%Basic MaterialsQCOMQualcomm$6,578,7260.0%51,0851.5%Computer and TechnologyTGTTarget$5,767,9080.0%47,5901.3%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$5,723,9080.0%57,6601.3%FinanceBNDVanguard Total Bond Market ETF$5,639,5720.0%76,5831.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,378,7020.0%77,1141.2%ETFBABInvesco Taxable Municipal Bond ETF$5,353,9590.0%198,5891.2%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$5,171,0400.0%97,2001.1%ManufacturingBKNGBooking$4,631,3520.0%1,1001.0%Retail/WholesaleGILDGilead Sciences$4,475,1710.0%32,1101.0%MedicalIXUSiShares Core MSCI Total International Stock ETF$4,226,662$169,870 ▼-3.9%48,8180.9%ManufacturingPFEPfizer$4,094,6260.0%145,8200.9%MedicalBNBrookfield$3,407,4120.0%84,1960.8%FinanceBMYBristol Myers Squibb$3,262,9700.0%53,8000.7%MedicalGOVTiShares U.S. Treasury Bond ETF$3,137,112$15,762 ▼-0.5%136,9320.7%ETFBLVVanguard Long-Term Bond ETF$2,613,6400.0%38,0000.6%ETFOTISOtis Worldwide$2,404,8960.0%31,2000.5%IndustrialsMKLMarkel Group$2,296,8840.0%1,2000.5%Multi-Sector ConglomeratesHASHasbro$2,218,3200.0%23,7000.5%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,664,7410.0%3,4740.4%FinanceSTZConstellation Brands$1,545,0000.0%10,3000.3%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$932,3740.0%11,7620.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$903,3820.0%10,9170.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$843,5560.0%32,9000.2%ETFBIVVanguard Intermediate-Term Bond ETF$841,2620.0%10,9000.2%ETFTLHiShares 10-20 Year Treasury Bond ETF$591,025$211,311 ▲55.6%5,8680.1%ETFBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$480,0640.0%10,4000.1%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$476,1000.0%10,0000.1%ETFVLUEiShares MSCI USA Value Factor ETF$374,650$374,650 ▲New Holding2,6570.1%ETFIWRiShares Russell Mid-Cap ETF$0$383,155 ▼-100.0%00.0%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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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