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Size ($ in 1000's)
At 12/31/2023: $362,526
At 09/30/2023: $358,442
Shelter Mutual Insurance Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shelter Mutual Insurance Co 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Shelter Mutual Insurance Co top holdings by largest position size, as per the latest 13f filing made by Shelter Mutual Insurance Co.
In the Shelter Mutual Insurance Co-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Shelter Mutual Insurance Co in that top holding, then the share count change between reporting periods, and finally the Shelter Mutual Insurance Co top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL |
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$19,688 | | BRK.A | 34 | -4 | $18,449 | | BRK.B | 3,474 | UNCH | $1,239 | | VANGUARD STAR FDS (VXUS) |
314,823 |
-20,900 |
$18,247 | | VXUS | 314,823 | -20,900 | $18,247 | | ISHARES TR (USIG) |
290,980 |
UNCH |
$14,910 | | USIG | 290,980 | UNCH | $14,910 | | ISHARES TR (IEFA) |
160,575 |
-8,400 |
$11,296 | | IEFA | 160,575 | -8,400 | $11,296 | | VERTEX PHARMACEUTICALS INC |
27,600 |
UNCH |
$11,230 | | VRTX | 27,600 | UNCH | $11,230 | | ISHARES TR (MBB) |
116,520 |
UNCH |
$10,962 | | MBB | 116,520 | UNCH | $10,962 | | LINDE PLC |
26,440 |
UNCH |
$10,859 | | LIN | 26,440 | UNCH | $10,859 | | VISA INC |
40,610 |
UNCH |
$10,573 | | V | 40,610 | UNCH | $10,573 | | ISHARES TR (LQD) |
95,196 |
UNCH |
$10,534 | | LQD | 95,196 | UNCH | $10,534 | | VANGUARD INDEX FDS (VTI) |
43,850 |
-2,950 |
$10,402 | | VTI | 43,850 | -2,950 | $10,402 | | CME GROUP INC |
45,920 |
UNCH |
$9,671 | | CME | 45,920 | UNCH | $9,671 | | VERISK ANALYTICS INC |
39,700 |
UNCH |
$9,483 | | VRSK | 39,700 | UNCH | $9,483 | | ILLINOIS TOOL WKS INC |
35,840 |
-3,750 |
$9,388 | | ITW | 35,840 | -3,750 | $9,388 | | LOWES COS INC |
41,120 |
UNCH |
$9,151 | | LOW | 41,120 | UNCH | $9,151 | | CATERPILLAR INC |
30,780 |
-3,420 |
$9,101 | | CAT | 30,780 | -3,420 | $9,101 | | ABBVIE INC |
57,585 |
UNCH |
$8,924 | | ABBV | 57,585 | UNCH | $8,924 | | PROCTER AND GAMBLE CO |
59,695 |
-14,050 |
$8,748 | | PG | 59,695 | -14,050 | $8,748 | | UNION PAC CORP |
35,523 |
-3,950 |
$8,725 | | UNP | 35,523 | -3,950 | $8,725 | | ORACLE CORP |
82,710 |
UNCH |
$8,720 | | ORCL | 82,710 | UNCH | $8,720 | | WALMART INC |
55,222 |
-12,950 |
$8,706 | | WMT | 55,222 | -12,950 | $8,706 | | PEPSICO INC |
51,020 |
-11,950 |
$8,665 | | PEP | 51,020 | -11,950 | $8,665 | | DEERE & CO |
20,315 |
-2,115 |
$8,123 | | DE | 20,315 | -2,115 | $8,123 | | SHELL PLC |
113,750 |
UNCH |
$7,485 | | SHEL | 113,750 | UNCH | $7,485 | | AMERICAN EXPRESS CO |
39,885 |
UNCH |
$7,472 | | AXP | 39,885 | UNCH | $7,472 | | QUALCOMM INC |
51,085 |
UNCH |
$7,388 | | QCOM | 51,085 | UNCH | $7,388 | | TARGET CORP |
47,590 |
UNCH |
$6,778 | | TGT | 47,590 | UNCH | $6,778 | | ISHARES TR (IVV) |
13,745 |
UNCH |
$6,565 | | IVV | 13,745 | UNCH | $6,565 | | EXXON MOBIL CORP |
65,160 |
UNCH |
$6,515 | | XOM | 65,160 | UNCH | $6,515 | | BHP GROUP LTD |
94,680 |
UNCH |
$6,468 | | BHP | 94,680 | UNCH | $6,468 | | INTERNATIONAL BUSINESS MACHS |
38,491 |
UNCH |
$6,295 | | IBM | 38,491 | UNCH | $6,295 | | ISHARES TR (AGG) |
57,660 |
UNCH |
$5,723 | | AGG | 57,660 | UNCH | $5,723 | | VANGUARD BD INDEX FDS (BND) |
76,583 |
UNCH |
$5,633 | | BND | 76,583 | UNCH | $5,633 | | INVESCO EXCH TRADED FD TR II (BAB) |
198,589 |
UNCH |
$5,344 | | BAB | 198,589 | UNCH | $5,344 | | ISHARES TR (IGIB) |
97,200 |
UNCH |
$5,056 | | IGIB | 97,200 | UNCH | $5,056 | | NEXTERA ENERGY INC |
82,520 |
UNCH |
$5,012 | | NEE | 82,520 | UNCH | $5,012 | | JPMORGAN CHASE & CO |
29,000 |
UNCH |
$4,933 | | JPM | 29,000 | UNCH | $4,933 | | PFIZER INC |
145,820 |
UNCH |
$4,198 | | PFE | 145,820 | UNCH | $4,198 | | BOOKING HOLDINGS INC |
1,100 |
UNCH |
$3,902 | | BKNG | 1,100 | UNCH | $3,902 | | ISHARES INC (IEMG) |
77,114 |
-4,030 |
$3,900 | | IEMG | 77,114 | -4,030 | $3,900 | | VANGUARD BD INDEX FDS (BLV) |
38,000 |
UNCH |
$2,834 | | BLV | 38,000 | UNCH | $2,834 | | OTIS WORLDWIDE CORP |
31,200 |
UNCH |
$2,791 | | OTIS | 31,200 | UNCH | $2,791 | | BRISTOL MYERS SQUIBB CO |
53,800 |
UNCH |
$2,760 | | BMY | 53,800 | UNCH | $2,760 | | ISHARES TR (IXUS) |
40,180 |
UNCH |
$2,608 | | IXUS | 40,180 | UNCH | $2,608 | | GILEAD SCIENCES INC |
32,110 |
UNCH |
$2,601 | | GILD | 32,110 | UNCH | $2,601 | | CONSTELLATION BRANDS INC |
10,300 |
UNCH |
$2,490 | | STZ | 10,300 | UNCH | $2,490 | | BROOKFIELD CORP |
56,131 |
UNCH |
$2,252 | | BN | 56,131 | UNCH | $2,252 | | MARKEL GROUP INC |
1,200 |
UNCH |
$1,704 | | MKL | 1,200 | UNCH | $1,704 | | HASBRO INC |
23,700 |
UNCH |
$1,210 | | HAS | 23,700 | UNCH | $1,210 | | ISHARES TR (GOVT) |
48,000 |
UNCH |
$1,106 | | GOVT | 48,000 | UNCH | $1,106 | | VANGUARD SCOTTSDALE FDS (VCSH) |
11,762 |
UNCH |
$910 | | VCSH | 11,762 | UNCH | $910 |
See Full List: All Stocks Held By Shelter Mutual Insurance Co
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Shelter Mutual Insurance Co
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