Shelter Mutual Insurance Co Long-Term Concentrated

Location: Columbia, MO

CIK: 0001455288 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 29, 2026

Total Value: $450M (100.0% shares, 0.0% debt)

Holdings (58)

BRK/A BERKSHIRE HATHAWAY INC DEL 5.4%
Value $24.42M Shares 34 Est. Cost $214536.25 Unrealized +245.1%
VXUS VANGUARD STAR FDS 5.4%
Value $24.28M Shares 314,823 Est. Cost $49.17 Unrealized
IVV ISHARES TR 4.7%
Value $21.23M Shares 32,494 Est. Cost $602.61 Unrealized
WMT WALMART INC 3.4%
Value $15.13M Shares 121,766 Est. Cost $44.02 Unrealized +177.2%
CAT CATERPILLAR INC 3.3%
Value $14.69M Shares 20,730 Est. Cost $61.55 Unrealized +1011.9%
IEFA ISHARES TR 3.2%
Value $14.54M Shares 160,575 Est. Cost $74.84 Unrealized
VTI VANGUARD INDEX FDS 3.1%
Value $14.07M Shares 43,850 Est. Cost $156.54 Unrealized
CME CME GROUP INC 3.0%
Value $13.56M Shares 45,920 Est. Cost $39.16 Unrealized +638.8%
USIG ISHARES TR 3.0%
Value $13.52M Shares 263,974 Est. Cost $54.03 Unrealized
LIN LINDE PLC 2.9%
Value $13.11M Shares 26,440 Est. Cost $322.30 Unrealized +42.7%
ABBV ABBVIE INC 2.8%
Value $12.38M Shares 56,925 Est. Cost $26.55 Unrealized +738.3%
VRTX VERTEX PHARMACEUTICALS INC 2.7%
Value $12.32M Shares 27,600 Est. Cost $219.65 Unrealized +112.9%
V VISA INC 2.7%
Value $12.27M Shares 40,610 Est. Cost $56.13 Unrealized +486.5%
ORCL ORACLE CORP 2.7%
Value $12.17M Shares 82,710 Est. Cost $27.58 Unrealized +514.9%
DE DEERE & CO 2.5%
Value $11.44M Shares 20,315 Est. Cost $66.30 Unrealized +731.6%
XOM EXXON MOBIL CORP 2.5%
Value $11.06M Shares 65,160 Est. Cost $54.65 Unrealized +153.8%
MBB ISHARES TR 2.4%
Value $10.75M Shares 113,212 Est. Cost $95.57 Unrealized
SHEL SHELL PLC 2.4%
Value $10.58M Shares 113,750 Est. Cost $54.94 Unrealized
LQD ISHARES TR 2.3%
Value $10.38M Shares 95,196 Est. Cost $108.19 Unrealized
LOW LOWES COS INC 2.2%
Value $9.716M Shares 41,120 Est. Cost $32.16 Unrealized +744.3%
IBM INTERNATIONAL BUSINESS MACHS 2.1%
Value $9.33M Shares 38,491 Est. Cost $118.94 Unrealized +138.7%
ITW ILLINOIS TOOL WKS INC 2.1%
Value $9.329M Shares 35,840 Est. Cost $49.85 Unrealized +448.1%
AXP AMERICAN EXPRESS CO 1.9%
Value $8.692M Shares 28,735 Est. Cost $59.62 Unrealized +497.4%
PG PROCTER AND GAMBLE CO 1.9%
Value $8.622M Shares 59,695 Est. Cost $55.00 Unrealized +175.9%
UNP UNION PAC CORP 1.9%
Value $8.619M Shares 35,523 Est. Cost $64.65 Unrealized +276.3%
JPM JPMORGAN CHASE & CO. 1.9%
Value $8.531M Shares 29,000 Est. Cost $98.14 Unrealized +217.3%
PEP PEPSICO INC 1.8%
Value $7.923M Shares 51,020 Est. Cost $56.00 Unrealized +176.3%
NEE NEXTERA ENERGY INC 1.7%
Value $7.664M Shares 82,520 Est. Cost $57.34 Unrealized +52.0%
VRSK VERISK ANALYTICS INC 1.7%
Value $7.533M Shares 39,700 Est. Cost $57.10 Unrealized +256.8%
BHP BHP GROUP LTD 1.5%
Value $6.887M Shares 94,680 Est. Cost $47.95 Unrealized
QCOM QUALCOMM INC 1.5%
Value $6.579M Shares 51,085 Est. Cost $123.55 Unrealized +24.6%
TGT TARGET CORP 1.3%
Value $5.768M Shares 47,590 Est. Cost $47.95 Unrealized +127.7%
AGG ISHARES TR 1.3%
Value $5.724M Shares 57,660 Est. Cost $97.95 Unrealized
BND VANGUARD BD INDEX FDS 1.3%
Value $5.64M Shares 76,583 Est. Cost $72.68 Unrealized
IEMG ISHARES INC 1.2%
Value $5.379M Shares 77,114 Est. Cost $66.73 Unrealized
BAB INVESCO EXCH TRADED FD TR II 1.2%
Value $5.354M Shares 198,589 Est. Cost $26.49 Unrealized
IGIB ISHARES TR 1.1%
Value $5.171M Shares 97,200 Est. Cost $50.52 Unrealized
BKNG BOOKING HOLDINGS INC 1.0%
Value $4.631M Shares 1,100 Est. Cost $1497.60 Unrealized +219.3%
GILD GILEAD SCIENCES INC 1.0%
Value $4.475M Shares 32,110 Est. Cost $58.49 Unrealized +136.6%
IXUS ISHARES TR 0.9%
Value $4.227M Shares 48,818 Est. Cost $65.84 Unrealized
PFE PFIZER INC 0.9%
Value $4.095M Shares 145,820 Est. Cost $16.46 Unrealized +59.1%
BN BROOKFIELD CORP 0.8%
Value $3.407M Shares 84,196 Est. Cost $29.78 Unrealized +56.7%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value $3.263M Shares 53,800 Est. Cost $49.41 Unrealized +16.2%
GOVT ISHARES TR 0.7%
Value $3.137M Shares 136,932 Est. Cost $22.87 Unrealized
BLV VANGUARD BD INDEX FDS 0.6%
Value $2.614M Shares 38,000 Est. Cost $98.13 Unrealized
OTIS OTIS WORLDWIDE CORP 0.5%
Value $2.405M Shares 31,200 Est. Cost $47.48 Unrealized +88.5%
MKL MARKEL GROUP INC 0.5%
Value $2.297M Shares 1,200 Est. Cost $1143.50 Unrealized +81.7%
HAS HASBRO INC 0.5%
Value $2.218M Shares 23,700 Est. Cost $58.06 Unrealized +59.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $1.665M Shares 3,474 Est. Cost $166.27 Unrealized +196.8%
STZ CONSTELLATION BRANDS INC 0.3%
Value $1.545M Shares 10,300 Est. Cost $151.89 Unrealized +2.7%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value $932K Shares 11,762 Est. Cost $75.67 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value $903K Shares 10,917 Est. Cost $79.01 Unrealized
SPAB SPDR SERIES TRUST 0.2%
Value $844K Shares 32,900 Est. Cost $25.37 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value $841K Shares 10,900 Est. Cost $75.23 Unrealized
TLH ISHARES TR 0.1%
Value $591K Shares 5,868 Est. Cost $106.02 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.1%
Value $480K Shares 10,400 Est. Cost $46.18 Unrealized
QLTA ISHARES TR 0.1%
Value $476K Shares 10,000 Est. Cost $47.21 Unrealized
VLUE ISHARES TR 0.1%
Value $375K Shares 2,657 Est. Cost $141.00 Unrealized