Shelter Mutual Insurance Co

Shelter Mutual Insurance Co reported 58 holdings worth US$473M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Shelter Mutual Insurance Co reported 58 holdings worth US$473M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Caterpillar, Inc. and Abbvie Inc. Filed Aug 11, 2026 (Form 13F).

Holdings
58
Value as reported
US$473M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.54,356US$27.2M5.8%
Caterpillar, Inc.16,740US$17.8M3.8%
Abbvie Inc.56,925US$14.3M3.0%
Visa Inc.40,610US$13.9M2.9%
Walmart Inc.122KUS$13.8M2.9%
Vertex Pharmaceuticals Incorporated27,600US$13.7M2.9%
Deere & Company20,315US$12.9M2.7%
Oracle Corporation82,710US$12.1M2.6%
International Business Machines Corporation38,491US$10.8M2.3%
Cme Group Inc.45,920US$10.1M2.1%
American Express Company28,735US$9.72M2.1%
Illinois Tool Works Inc.35,840US$9.69M2.1%
Union Pacific Corporation35,523US$9.66M2.0%
Jp Morgan Chase & Co.29,000US$9.49M2.0%
Lowe's Companies, Inc.41,120US$9.07M1.9%
Exxon Mobil Corporation65,160US$8.91M1.9%
Shell Plc114KUS$8.82M1.9%
Procter & Gamble Company (the)59,695US$8.75M1.9%
Bhp Group Ltd94,680US$7.89M1.7%
Nextera Energy, Inc.82,520US$7.24M1.5%
Verisk Analytics, Inc.39,700US$7.13M1.5%
Pepsico, Inc.51,020US$6.91M1.5%
Qualcomm Incorporated35,785US$6.61M1.4%
Target Corporation47,590US$6.22M1.3%
Booking Holdings Inc. Common Stock27,500US$4.9M1.0%
Gilead Sciences, Inc.32,110US$4.06M0.86%
Brookfield Corporation84,196US$3.59M0.76%
Pfizer, Inc.146KUS$3.51M0.74%
Bristol-myers Squibb Company53,800US$3.1M0.66%
Markel Group Inc.1,200US$2.34M0.50%
Otis Worldwide Corporation31,200US$2.23M0.47%
Hasbro, Inc.23,700US$1.96M0.41%
Constellation Brands, Inc.10,300US$1.43M0.30%

Source

View original at SEC

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