Shelter Mutual Insurance Co

data from 30/09/2025

Capitalization

$ 445.949 M 3.38 %

Average holding period

28 ans

Performance

$ 392.775 M 32 915.80 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Shelter Mutual Insurance Co

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 5.75% 25.643 M $ 34 2013/06/30 863.600 K $ 3.49 %
2025/09/30 ORCL ORACLE CORP 5.22% 23.261 M $ 82710 2013/06/30 5.178 M $ 28.64 %
2025/09/30 VXUS VANGUARD STAR FDS 5.19% 23.127 M $ 314823 2020/06/30 1.376 M $ 6.33 %
2025/09/30 WMT WALMART INC 3.83% 17.074 M $ 165666 2013/06/30 874.716 K $ 5.40 %
2025/09/30 CAT CATERPILLAR INC 3.29% 14.687 M $ 30780 2013/06/30 2.738 M $ 22.91 %
2025/09/30 VTI VANGUARD INDEX FDS 3.23% 14.390 M $ 43850 2020/06/30 1.063 M $ 7.98 %
2025/09/30 USIG ISHARES TR 3.17% 14.139 M $ 270860 2021/03/31 224.491 K $ 1.52 %
2025/09/30 IEFA ISHARES TR 3.14% 14.020 M $ 160575 2021/06/30 615.002 K $ 4.59 %
2025/09/30 V VISA INC 3.11% 13.863 M $ 40610 2013/06/30 -555.138 K $ -3.85 %
2025/09/30 ABBV ABBVIE INC 2.99% 13.333 M $ 57585 2013/06/30 2.644 M $ 24.74 %
2025/09/30 AXP AMERICAN EXPRESS CO 2.97% 13.248 M $ 39885 2013/06/30 525.684 K $ 4.13 %
2025/09/30 LIN LINDE PLC 2.82% 12.559 M $ 26440 2023/03/31 153.880 K $ 1.24 %
2025/09/30 CME CME GROUP INC 2.78% 12.407 M $ 45920 2013/06/30 -249.345 K $ -1.97 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 2.44% 10.861 M $ 38491 2013/06/30 -485.756 K $ -4.28 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 2.42% 10.809 M $ 27600 2021/03/31 -1.478 M $ -12.03 %
2025/09/30 LQD ISHARES TR 2.38% 10.611 M $ 95196 2023/06/30 177.064 K $ 1.70 %
2025/09/30 LOW LOWES COS INC 2.32% 10.334 M $ 41120 2013/06/30 1.211 M $ 13.27 %
2025/09/30 MBB ISHARES TR 2.31% 10.286 M $ 108100 2021/03/31 134.152 K $ 1.34 %
2025/09/30 VRSK VERISK ANALYTICS INC 2.24% 9.985 M $ 39700 2013/06/30 -2.382 M $ -19.26 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 2.10% 9.346 M $ 35840 2013/06/30 484.198 K $ 5.46 %
2025/09/30 DE DEERE & CO 2.08% 9.289 M $ 20315 2016/03/31 -1.041 M $ -10.07 %
2025/09/30 PG PROCTER AND GAMBLE CO 2.06% 9.172 M $ 59695 2013/06/30 -338.470 K $ -3.56 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.05% 9.147 M $ 29000 2020/12/31 740.079 K $ 8.80 %
2025/09/30 QCOM QUALCOMM INC 1.91% 8.499 M $ 51085 2020/12/31 362.703 K $ 4.46 %
2025/09/30 UNP UNION PAC CORP 1.88% 8.397 M $ 35523 2013/06/30 223.439 K $ 2.73 %
2025/09/30 SHEL SHELL PLC 1.82% 8.137 M $ 113750 2022/03/31 127.400 K $ 1.59 %
2025/09/30 IVV ISHARES TR 1.66% 7.409 M $ 11070 2021/06/30 589.511 K $ 7.80 %
2025/09/30 XOM EXXON MOBIL CORP 1.65% 7.347 M $ 65160 2013/06/30 322.542 K $ 4.59 %
2025/09/30 PEP PEPSICO INC 1.61% 7.165 M $ 51020 2013/06/30 428.568 K $ 6.36 %
2025/09/30 NEE NEXTERA ENERGY INC 1.40% 6.229 M $ 82520 2017/09/30 500.896 K $ 8.74 %
2025/09/30 BKNG BOOKING HOLDINGS INC 1.33% 5.939 M $ 1100 2020/06/30 -428.966 K $ -6.74 %
2025/09/30 AGG ISHARES TR 1.30% 5.780 M $ 57660 2023/06/30 60.542 K $ 1.06 %
2025/09/30 BND VANGUARD BD INDEX FDS 1.28% 5.695 M $ 76583 2023/06/30 56.671 K $ 1.01 %
2025/09/30 BAB INVESCO EXCH TRADED FD TR II 1.22% 5.419 M $ 198589 2023/06/30 150.927 K $ 2.86 %
2025/09/30 BHP BHP GROUP LTD 1.18% 5.278 M $ 94680 2013/06/30 725.248 K $ 15.93 %
2025/09/30 IGIB ISHARES TR 1.18% 5.258 M $ 97200 2023/06/30 77.760 K $ 1.50 %
2025/09/30 IEMG ISHARES INC 1.14% 5.083 M $ 77114 2021/06/30 454.201 K $ 9.81 %
2025/09/30 TGT TARGET CORP 0.96% 4.269 M $ 47590 2013/06/30 -425.930 K $ -9.07 %
2025/09/30 IXUS ISHARES TR 0.90% 4.010 M $ 48540 2023/06/30 278.624 K $ 6.81 %
2025/09/30 BN BROOKFIELD CORP 0.86% 3.849 M $ 56131 2022/12/31 -905.393 K $ -26.08 %
2025/09/30 PFE PFIZER INC 0.83% 3.715 M $ 145820 2013/06/30 180.816 K $ 5.12 %
2025/09/30 GILD GILEAD SCIENCES INC 0.80% 3.564 M $ 32110 2016/03/31 4.174 K $ 0.12 %
2025/09/30 GOVT ISHARES TR 0.65% 2.879 M $ 124560 2023/06/30 15.561 K $ 0.61 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.64% 2.853 M $ 31200 2020/06/30 -236.807 K $ -7.67 %
2025/09/30 BLV VANGUARD BD INDEX FDS 0.60% 2.692 M $ 38000 2021/03/31 49.779 K $ 1.88 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.54% 2.426 M $ 53800 2020/09/30 -64.021 K $ -2.57 %
2025/09/30 MKL MARKEL GROUP INC 0.51% 2.294 M $ 1200 2020/03/31 -103.200 K $ -4.31 %
2025/09/30 HAS HASBRO INC 0.40% 1.798 M $ 23700 2020/06/30 48.111 K $ 2.75 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.39% 1.747 M $ 3474 2013/09/30 58.953 K $ 3.49 %
2025/09/30 STZ CONSTELLATION BRANDS INC 0.31% 1.387 M $ 10300 2020/06/30 -288.503 K $ -17.22 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.21% 940.137 K $ 11762 2023/06/30 5.057 K $ 0.54 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.21% 918.229 K $ 10917 2023/06/30 12.991 K $ 1.44 %
2025/09/30 BIV VANGUARD BD INDEX FDS 0.19% 851.181 K $ 10900 2023/06/30 8.175 K $ 0.97 %
2025/09/30 SPAB SPDR SERIES TRUST 0.19% 850.630 K $ 32900 2023/06/30 8.225 K $ 0.98 %
2025/09/30 J P MORGAN EXCHANGE TRADED F 0.11% 485.368 K $ 10400 2023/06/30 5.200 K $ 1.08 %
2025/09/30 QLTA ISHARES TR 0.11% 484.700 K $ 10000 2023/06/30 6.299 K $ 1.32 %
2025/09/30 TLH ISHARES TR 0.08% 354.286 K $ 3440 2023/06/30 4.100 K $ 1.37 %
2025/09/30 IWR ISHARES TR 0.08% 353.373 K $ 3660 2025/06/30 18.548 K $ 4.98 %