Shelter Mutual Insurance Co Long-Term Concentrated

Name: Shelter Mutual Insurance Co Q2 2026 13F Filing | 13F Explorer
Creator: Shelter Mutual Insurance Co
Published: 2026-08-11

Location: Columbia, MO

CIK: 0001455288 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 11, 2026

Total Value: $473M (100.0% shares, 0.0% debt)

Holdings (58)

Increased Positions (2)

IVV ISHARES TR 6.7%

Value $31.65M (+49.1%) Shares 42,264 (+30.1%) Est. Cost $636.43 Unrealized —

BKNG BOOKING HOLDINGS INC 1.0%

Value $4.902M (+5.8%) Shares 27,500 (+2400.0%) Est. Cost $231.01 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	42,264 (+30.1%)	$31.65M (+49.1%)	6.7%	$636.43	—	COM	464287200
BKNG	BOOKING HOLDINGS INC	27,500 (+2400.0%)	$4.902M (+5.8%)	1.0%	$231.01	—	COM	09857L108

Decreased Positions (2)

CAT CATERPILLAR INC 3.8%

Value $17.83M (+21.4%) Shares 16,740 (-19.2%) Est. Cost $61.55 Unrealized —

QCOM QUALCOMM INC 1.4%

Value $6.613M (+0.5%) Shares 35,785 (-30.0%) Est. Cost $123.55 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CAT	CATERPILLAR INC	16,740 (-19.2%)	$17.83M (+21.4%)	3.8%	$61.55	—	COM	149123101
QCOM	QUALCOMM INC	35,785 (-30.0%)	$6.613M (+0.5%)	1.4%	$123.55	—	COM	747525103

Unchanged Positions (54)

CME CME GROUP INC 2.1%

Value $10.14M Shares 45,920 Est. Cost $39.16 Unrealized —

VXUS VANGUARD STAR FDS 5.7%

Value $26.91M Shares 314,823 Est. Cost $49.17 Unrealized —

VTI VANGUARD INDEX FDS 3.4%

Value $16.23M Shares 43,850 Est. Cost $156.54 Unrealized —

XOM EXXON MOBIL CORP 1.9%

Value $8.909M Shares 65,160 Est. Cost $54.65 Unrealized —

ABBV ABBVIE INC 3.0%

Value $14.32M Shares 56,925 Est. Cost $26.55 Unrealized —

SHEL SHELL PLC 1.9%

Value $8.82M Shares 113,750 Est. Cost $54.94 Unrealized —

V VISA INC 2.9%

Value $13.93M Shares 40,610 Est. Cost $56.13 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 2.3%

Value $10.82M Shares 38,491 Est. Cost $118.94 Unrealized —

DE DEERE & CO 2.7%

Value $12.89M Shares 20,315 Est. Cost $66.30 Unrealized —

VRTX VERTEX PHARMACEUTICALS INC 2.9%

Value $13.71M Shares 27,600 Est. Cost $219.65 Unrealized —

WMT WALMART INC 2.9%

Value $13.79M Shares 121,766 Est. Cost $44.02 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 5.4%

Value $25.46M Shares 34 Est. Cost $214536.25 Unrealized —

UNP UNION PAC CORP 2.0%

Value $9.662M Shares 35,523 Est. Cost $64.65 Unrealized —

AXP AMERICAN EXPRESS CO 2.1%

Value $9.72M Shares 28,735 Est. Cost $59.62 Unrealized —

PEP PEPSICO INC 1.5%

Value $6.908M Shares 51,020 Est. Cost $56.00 Unrealized —

IEMG ISHARES INC 1.4%

Value $6.388M Shares 77,114 Est. Cost $66.73 Unrealized —

BHP BHP BILLITON LIMITED 1.7%

Value $7.888M Shares 94,680 Est. Cost $47.95 Unrealized —

IEFA ISHARES TR 3.3%

Value $15.51M Shares 160,575 Est. Cost $74.84 Unrealized —

JPM JPMORGAN CHASE & CO 2.0%

Value $9.493M Shares 29,000 Est. Cost $98.14 Unrealized —

LOW LOWES COS INC 1.9%

Value $9.067M Shares 41,120 Est. Cost $32.16 Unrealized —

LIN LINDE PLC 2.9%

Value $13.72M Shares 26,440 Est. Cost $322.30 Unrealized —

PFE PFIZER INC 0.7%

Value $3.511M Shares 145,820 Est. Cost $16.46 Unrealized —

TGT TARGET CORP 1.3%

Value $6.216M Shares 47,590 Est. Cost $47.95 Unrealized —

IXUS ISHARES TR 1.0%

Value $4.663M Shares 48,818 Est. Cost $65.84 Unrealized —

NEE NEXTERA ENERGY INC 1.5%

Value $7.243M Shares 82,520 Est. Cost $57.34 Unrealized —

GILD GILEAD SCIENCES INC 0.9%

Value $4.057M Shares 32,110 Est. Cost $58.49 Unrealized —

VRSK VERISK ANALYTICS INC 1.5%

Value $7.127M Shares 39,700 Est. Cost $57.10 Unrealized —

ITW ILLINOIS TOOL WKS INC 2.1%

Value $9.694M Shares 35,840 Est. Cost $49.85 Unrealized —

HAS HASBRO INC 0.4%

Value $1.957M Shares 23,700 Est. Cost $58.06 Unrealized —

BN BROOKFIELD CORP 0.8%

Value $3.586M Shares 84,196 Est. Cost $29.78 Unrealized —

OTIS OTIS WORLDWIDE CORP 0.5%

Value $2.234M Shares 31,200 Est. Cost $47.48 Unrealized —

BMY BRISTOL-MYERS SQUIBB CO 0.7%

Value $3.1M Shares 53,800 Est. Cost $49.41 Unrealized —

VLUE ISHARES TR 0.1%

Value $531K Shares 2,657 Est. Cost $141.00 Unrealized —

PG PROCTER & GAMBLE CO 1.9%

Value $8.754M Shares 59,695 Est. Cost $55.00 Unrealized —

STZ CONSTELLATION BRANDS INC 0.3%

Value $1.433M Shares 10,300 Est. Cost $151.89 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%

Value $1.738M Shares 3,474 Est. Cost $166.27 Unrealized —

MBB ISHARES TR 2.3%

Value $10.7M Shares 113,212 Est. Cost $95.57 Unrealized —

MKL MARKEL GROUP INC 0.5%

Value $2.344M Shares 1,200 Est. Cost $1143.50 Unrealized —

ORCL ORACLE CORP 2.6%

Value $12.12M Shares 82,710 Est. Cost $27.58 Unrealized —

BAB INVESCO EXCH TRADED FD TR II 1.1%

Value $5.33M Shares 198,589 Est. Cost $26.49 Unrealized —

GOVT ISHARES TR 0.7%

Value $3.119M Shares 136,932 Est. Cost $22.87 Unrealized —

BND VANGUARD BD INDEX FDS 1.2%

Value $5.622M Shares 76,583 Est. Cost $72.68 Unrealized —

AGG ISHARES TR 1.2%

Value $5.707M Shares 57,660 Est. Cost $97.95 Unrealized —

USIG ISHARES TR 2.9%

Value $13.54M Shares 263,974 Est. Cost $54.03 Unrealized —

LQD ISHARES TR 2.2%

Value $10.38M Shares 95,196 Est. Cost $108.19 Unrealized —

BLV VANGUARD BD INDEX FDS 0.6%

Value $2.619M Shares 38,000 Est. Cost $98.13 Unrealized —

BIV VANGUARD BD INDEX FDS 0.2%

Value $836K Shares 10,900 Est. Cost $75.23 Unrealized —

SPAB SPDR SERIES TRUST 0.2%

Value $839K Shares 32,900 Est. Cost $25.37 Unrealized —

IGIB ISHARES TR 1.1%

Value $5.167M Shares 97,200 Est. Cost $50.52 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 0.2%

Value $930K Shares 11,762 Est. Cost $75.67 Unrealized —

BBAG J P MORGAN EXCHANGE TRADED F 0.1%

Value $478K Shares 10,400 Est. Cost $46.18 Unrealized —

TLH ISHARES TR 0.1%

Value $589K Shares 5,868 Est. Cost $106.02 Unrealized —

VCIT VANGUARD SCOTTSDALE FDS 0.2%

Value $902K Shares 10,917 Est. Cost $79.01 Unrealized —

QLTA ISHARES TR 0.1%

Value $475K Shares 10,000 Est. Cost $47.21 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CME	CME GROUP INC	45,920	$10.14M	2.1%	$39.16	—	COM	12572Q105
VXUS	VANGUARD STAR FDS	314,823	$26.91M	5.7%	$49.17	—	COM	921909768
VTI	VANGUARD INDEX FDS	43,850	$16.23M	3.4%	$156.54	—	COM	922908769
XOM	EXXON MOBIL CORP	65,160	$8.909M	1.9%	$54.65	—	COM	30231G102
ABBV	ABBVIE INC	56,925	$14.32M	3.0%	$26.55	—	COM	00287Y109
SHEL	SHELL PLC	113,750	$8.82M	1.9%	$54.94	—	COM	780259305
V	VISA INC	40,610	$13.93M	2.9%	$56.13	—	COM	92826C839
IBM	INTERNATIONAL BUSINESS MACHS	38,491	$10.82M	2.3%	$118.94	—	COM	459200101
DE	DEERE & CO	20,315	$12.89M	2.7%	$66.30	—	COM	244199105
VRTX	VERTEX PHARMACEUTICALS INC	27,600	$13.71M	2.9%	$219.65	—	COM	92532F100
WMT	WALMART INC	121,766	$13.79M	2.9%	$44.02	—	COM	931142103
BRK/A	BERKSHIRE HATHAWAY INC DEL	34	$25.46M	5.4%	$214536.25	—	COM	084670108
UNP	UNION PAC CORP	35,523	$9.662M	2.0%	$64.65	—	COM	907818108
AXP	AMERICAN EXPRESS CO	28,735	$9.72M	2.1%	$59.62	—	COM	025816109
PEP	PEPSICO INC	51,020	$6.908M	1.5%	$56.00	—	COM	713448108
IEMG	ISHARES INC	77,114	$6.388M	1.4%	$66.73	—	COM	46434G103
BHP	BHP BILLITON LIMITED	94,680	$7.888M	1.7%	$47.95	—	COM	088606108
IEFA	ISHARES TR	160,575	$15.51M	3.3%	$74.84	—	COM	46432F842
JPM	JPMORGAN CHASE & CO	29,000	$9.493M	2.0%	$98.14	—	COM	46625H100
LOW	LOWES COS INC	41,120	$9.067M	1.9%	$32.16	—	COM	548661107
LIN	LINDE PLC	26,440	$13.72M	2.9%	$322.30	—	COM	G54950103
PFE	PFIZER INC	145,820	$3.511M	0.7%	$16.46	—	COM	717081103
TGT	TARGET CORP	47,590	$6.216M	1.3%	$47.95	—	COM	87612E106
IXUS	ISHARES TR	48,818	$4.663M	1.0%	$65.84	—	COM	46432F834
NEE	NEXTERA ENERGY INC	82,520	$7.243M	1.5%	$57.34	—	COM	65339F101
GILD	GILEAD SCIENCES INC	32,110	$4.057M	0.9%	$58.49	—	COM	375558103
VRSK	VERISK ANALYTICS INC	39,700	$7.127M	1.5%	$57.10	—	COM	92345Y106
ITW	ILLINOIS TOOL WKS INC	35,840	$9.694M	2.1%	$49.85	—	COM	452308109
HAS	HASBRO INC	23,700	$1.957M	0.4%	$58.06	—	COM	418056107
BN	BROOKFIELD CORP	84,196	$3.586M	0.8%	$29.78	—	COM	11271J107
OTIS	OTIS WORLDWIDE CORP	31,200	$2.234M	0.5%	$47.48	—	COM	68902V107
BMY	BRISTOL-MYERS SQUIBB CO	53,800	$3.1M	0.7%	$49.41	—	COM	110122108
VLUE	ISHARES TR	2,657	$531K	0.1%	$141.00	—	COM	46432F388
PG	PROCTER & GAMBLE CO	59,695	$8.754M	1.9%	$55.00	—	COM	742718109
STZ	CONSTELLATION BRANDS INC	10,300	$1.433M	0.3%	$151.89	—	COM	21036P108
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,474	$1.738M	0.4%	$166.27	—	COM	084670702
MBB	ISHARES TR	113,212	$10.7M	2.3%	$95.57	—	COM	464288588
MKL	MARKEL GROUP INC	1,200	$2.344M	0.5%	$1143.50	—	COM	570535104
ORCL	ORACLE CORP	82,710	$12.12M	2.6%	$27.58	—	COM	68389X105
BAB	INVESCO EXCH TRADED FD TR II	198,589	$5.33M	1.1%	$26.49	—	COM	46138G805
GOVT	ISHARES TR	136,932	$3.119M	0.7%	$22.87	—	COM	46429B267
BND	VANGUARD BD INDEX FDS	76,583	$5.622M	1.2%	$72.68	—	COM	921937835
AGG	ISHARES TR	57,660	$5.707M	1.2%	$97.95	—	COM	464287226
USIG	ISHARES TR	263,974	$13.54M	2.9%	$54.03	—	COM	464288620
LQD	ISHARES TR	95,196	$10.38M	2.2%	$108.19	—	COM	464287242
BLV	VANGUARD BD INDEX FDS	38,000	$2.619M	0.6%	$98.13	—	COM	921937793
BIV	VANGUARD BD INDEX FDS	10,900	$836K	0.2%	$75.23	—	COM	921937819
SPAB	SPDR SERIES TRUST	32,900	$839K	0.2%	$25.37	—	COM	78464A649
IGIB	ISHARES TR	97,200	$5.167M	1.1%	$50.52	—	COM	464288638
VCSH	VANGUARD SCOTTSDALE FDS	11,762	$930K	0.2%	$75.67	—	COM	92206C409
BBAG	J P MORGAN EXCHANGE TRADED F	10,400	$478K	0.1%	$46.18	—	COM	46641Q241
TLH	ISHARES TR	5,868	$589K	0.1%	$106.02	—	COM	464288653
VCIT	VANGUARD SCOTTSDALE FDS	10,917	$902K	0.2%	$79.01	—	COM	92206C870
QLTA	ISHARES TR	10,000	$475K	0.1%	$47.21	—	COM	46429B291