13F Insight
DOSSIER · 13F-HR · Q2 2026

Shelter Mutual Insurance Co

$473M in tracked AUM across 58 positions as of Q2 2026.

SM
CIK 0001455288 · last filed Jun 30, 2026
Total AUM
$473M
as of Q2 2026
Holdings
58
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Shelter Mutual Insurance Co filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$32M42K6.7%02
VXUS
VANGUARD STAR FDS
$27M315K5.7%03
BRK/A
BERKSHIRE HATHAWAY INC DEL
$25M345.4%04
CAT
CATERPILLAR INC
$18M17K3.8%05
VTI
VANGUARD INDEX FDS
$16M44K3.4%06
IEFA
ISHARES TR
$16M161K3.3%07
ABBV
ABBVIE INC
$14M57K3.0%08
V
VISA INC
$14M41K2.9%09
WMT
WALMART INC
$14M122K2.9%10
G54950103
LINDE PLC
$14M26K2.9%

Filing history

2026Q2Jun 30
$473M▲ 5.1%
58 positionsView →2026Q1Mar 31
$450M▲ 0.3%
58 positionsView →2025Q4Dec 31
$448M▲ 0.5%
58 positionsView →2025Q3Sep 30
$446M▲ 3.4%
58 positionsView →2025Q2Jun 30
$431M▲ 4.0%
58 positionsLocked2025Q1Mar 31
$415M▲ 3.4%
57 positionsLocked2024Q4Dec 31
$401M▼ 4.2%
57 positionsLocked2024Q3Sep 30
$419M▲ 8.9%
57 positionsLocked2024Q2Jun 30
$384M▼ 1.0%
58 positionsLocked2024Q1Mar 31
$388M▲ 7.1%
68 positionsLocked2023Q4Dec 31
$363M▲ 1.1%
58 positionsLocked2023Q3Sep 30
$358M▼ 12.9%
60 positionsLocked
Showing 12 of 68