Q2 2026 13F · SEC CIK 1455288

Shelter Mutual Insurance Co

Insurance companyFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $472.8M
Reported positions: 58
Top holdings a year, 3 yrs: +11.6%
Average holding period: 8.3 yrs

Shelter Mutual Insurance Co is an insurance company that reported 58 positions worth $472.8M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 6.7%), Vanguard Star Fds Vanguard Total Intl St (VXUS, 5.7%), Berkshire Hathaway Inc Del (BRK-A, 5.4%). A portfolio copying its top holdings returned 11.6% a year over the last 3 years, against 20.4% for the S&P 500.

Shelter Mutual Insurance Co holdings largest 50 of 58 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Shelter Mutual Insurance Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	6.7%	4.7%	42,264	+30.1%	$31.7M
VXUSVanguard Star Fds Vanguard Total Intl St	5.7%	5.4%	314,823	+0.0%	$26.9M
BRK-ABerkshire Hathaway Inc Del	5.4%	5.4%	34	+0.0%	$25.5M
CATCaterpillar Inc Com	3.8%	3.3%	16,740	-19.2%	$17.8M
VTIVanguard Index Fds	3.4%	3.1%	43,850	+0.0%	$16.2M
IEFAIshares Core Msci Eafe ETF	3.3%	3.2%	160,575	+0.0%	$15.5M
ABBVAbbvie Inc	3.0%	2.8%	56,925	+0.0%	$14.3M
VVisa Inc Com Cl A	2.9%	2.7%	40,610	+0.0%	$13.9M
WMTWalmart Inc	2.9%	3.4%	121,766	+0.0%	$13.8M
LINLinde PLC	2.9%	2.9%	26,440	+0.0%	$13.7M
VRTXVertex Pharmaceuticals Inc	2.9%	2.7%	27,600	+0.0%	$13.7M
USIGiShares Broad USD Invm Grd Cor	2.9%	3.0%	263,974	+0.0%	$13.5M
DEDeere & Co Com	2.7%	2.5%	20,315	+0.0%	$12.9M
ORCLOracle Corp	2.6%	2.7%	82,710	+0.0%	$12.1M
IBMInternational Business Machs	2.3%	2.1%	38,491	+0.0%	$10.8M
MBBIshares Tr	2.3%	2.4%	113,212	+0.0%	$10.7M
LQDIshares Tr	2.2%	2.3%	95,196	+0.0%	$10.4M
CMECme Group Inc	2.1%	3.0%	45,920	+0.0%	$10.1M
AXPAmerican Express Co Com	2.1%	1.9%	28,735	+0.0%	$9.7M
ITWIllinois Tool Works Inc.	2.0%	2.1%	35,840	+0.0%	$9.7M
UNPUnion Pac Corp	2.0%	1.9%	35,523	+0.0%	$9.7M
JPMJpmorgan Chase & Co	2.0%	1.9%	29,000	+0.0%	$9.5M
LOWLowes Cos Inc	1.9%	2.2%	41,120	+0.0%	$9.1M
XOMExxon Mobil Corp	1.9%	2.5%	65,160	+0.0%	$8.9M
SHELShell PLC	1.9%	2.4%	113,750	+0.0%	$8.8M
PGProcter & Gamble Co Com	1.9%	1.9%	59,695	+0.0%	$8.8M
BHPBhp Billiton Limited	1.7%	1.5%	94,680	+0.0%	$7.9M
NEENextera Energy Inc Com	1.5%	1.7%	82,520	+0.0%	$7.2M
VRSKVerisk Analytics Inc	1.5%	1.7%	39,700	+0.0%	$7.1M
PEPPepsico Inc	1.5%	1.8%	51,020	+0.0%	$6.9M
QCOMQualcomm Inc	1.4%	1.5%	35,785	-30.0%	$6.6M
IEMGIshares	1.4%	1.2%	77,114	+0.0%	$6.4M
TGTTarget Corp Com	1.3%	1.3%	47,590	+0.0%	$6.2M
AGGIshares Tr	1.2%	1.3%	57,660	+0.0%	$5.7M
BNDVanguard Total Bond Market ETF	1.2%	1.3%	76,583	+0.0%	$5.6M
BABInvesco Exch Traded Fd Tr II	1.1%	1.2%	198,589	+0.0%	$5.3M
IGIBIshares Tr	1.1%	1.1%	97,200	+0.0%	$5.2M
BKNGBooking Holdings Inc Com	1.0%	1.0%	27,500	+2400.0%	$4.9M
IXUSIshares Core Msci Total International St	1.0%	0.9%	48,818	+0.0%	$4.7M
GILDGilead Sciences	0.9%	1.0%	32,110	+0.0%	$4.1M
BNBrookfield Corp	0.8%	0.8%	84,196	+0.0%	$3.6M
PFEPfizer Inc	0.7%	0.9%	145,820	+0.0%	$3.5M
GOVTIshares Tr	0.7%	0.7%	136,932	+0.0%	$3.1M
BMYBristol-Myers Squibb Co Com	0.7%	0.7%	53,800	+0.0%	$3.1M
BLVVanguard Bd Index Fds	0.6%	0.6%	38,000	+0.0%	$2.6M
MKLMarkel Group Inc	0.5%	0.5%	1,200	+0.0%	$2.3M
OTISOtis Worldwide Corp	0.5%	0.5%	31,200	+0.0%	$2.2M
HASHasbro Inc	0.4%	0.5%	23,700	+0.0%	$2.0M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	3,474	+0.0%	$1.7M
STZConstellation Brands Inc	0.3%	0.3%	10,300	+0.0%	$1.4M

What Shelter Mutual Insurance Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc Com+2400.0% shares
IVV Ishares Core S&p 500 ETF+30.1% shares

Reduced

QCOM Qualcomm Inc-30.0% shares
CAT Caterpillar Inc Com-19.2% shares

Left the top 50

No position left the top 50.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.9% /yr; S&P 500 +20.1%
3 years: +11.6% /yr; S&P 500 +20.4%
5 years: +7.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$472.8M	58
Q1 2026	$449.8M	58
Q4 2025	$448.3M	58
Q3 2025	$445.9M	58
Q2 2025	$431.4M	58
Q1 2025	$414.8M	57
Q4 2024	$401.2M	57
Q3 2024	$418.7M	57
Q2 2024	$384.3M	58
Q1 2024	$388.1M	68
Q4 2023	$362.5M	58
Q3 2023	$358.4M	60

Questions about Shelter Mutual Insurance Co's portfolio

What stocks does Shelter Mutual Insurance Co own?

Shelter Mutual Insurance Co's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 58 positions worth $472.8M. The largest are Ishares Core S&p 500 ETF (IVV) at 6.7%, Vanguard Star Fds Vanguard Total Intl St (VXUS) at 5.7%, Berkshire Hathaway Inc Del (BRK-A) at 5.4%, Caterpillar Inc Com (CAT) at 3.8% and Vanguard Index Fds (VTI) at 3.4%.

What did Shelter Mutual Insurance Co buy last quarter?

In Q2 2026, Shelter Mutual Insurance Co added Booking Holdings Inc Com (BKNG) (+2400.0% shares) and Ishares Core S&p 500 ETF (IVV) (+30.1% shares), compared with its Q1 2026 filing.

What did Shelter Mutual Insurance Co sell last quarter?

In Q2 2026, Shelter Mutual Insurance Co Qualcomm Inc (QCOM) (-30.0% shares) and Caterpillar Inc Com (CAT) (-19.2% shares), compared with its Q1 2026 filing.

How has Shelter Mutual Insurance Co's portfolio performed?

A portfolio copying Shelter Mutual Insurance Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.9% against +20.1%. Over 5 years: +7.7% a year against +11.6%.

When is Shelter Mutual Insurance Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Shelter Mutual Insurance Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.