Shelter Mutual Insurance Co holds a diversified book of 58 reported positions worth $472.8M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they trimmed Caterpillar Inc. Their largest long position is Ishares Core S&P 500 ETF at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +17% (+9.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Shelter Mutual Insurance Co files as an insurer: this book is the equity sleeve of its general account.
Growth of $10,000 cloning Shelter Mutual Insurance Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
64% mapped to company sectors
+4 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Shelter Mutual Insurance Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Shelter Ins Retirement Plan | 8 / 58 | $100.7M |
| Swiss Re Ltd | 25 / 58 | $997.9M |
| Mirae Asset Global Investments Co., Ltd. | 46 / 58 | $268.3B |
| United Services Automobile Association | 6 / 58 | $1.1B |
| Planning Project LLC | 9 / 58 | $404.6M |
| GuidedMoney, LLC | 8 / 58 | $172.7M |
| Mann Financial Group, Inc. | 6 / 58 | $87.1M |
| Shade Tree Advisors LLC | 8 / 58 | $124.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Shelter Mutual Insurance Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR COM | $31.7M | 42.3K | 6.7% | ▲+30% Added · +10K sh | |
| 2 | Vanguard Star FDS COM | $26.9M | 314.8K | 5.7% | —Held | |
| 3 | Berkshire Hathaway Inc Del COM | $25.5M | 34 | 5.4% | —Held | |
| 4 | Caterpillar Inc COM | $17.8M | 16.7K | 3.8% | ▼−19% Reduced · −4K sh | |
| 5 | Vanguard Index FDS COM | $16.2M | 43.9K | 3.4% | —Held | |
| 6 | Ishares TR COM | $15.5M | 160.6K | 3.3% | —Held | |
| 7 | Abbvie Inc COM | $14.3M | 56.9K | 3.0% | —Held | |
| 8 | Visa Inc COM | $13.9M | 40.6K | 2.9% | —Held | |
| 9 | Walmart Inc COM | $13.8M | 121.8K | 2.9% | —Held | |
| 10 | Linde PLC COM | $13.7M | 26.4K | 2.9% | —Held | |
| 11 | Vertex Pharmaceuticals Inc COM | $13.7M | 27.6K | 2.9% | —Held | |
| 12 | Ishares TR COM | $13.5M | 264.0K | 2.9% | —Held | |
| 13 | Deere & Co COM | $12.9M | 20.3K | 2.7% | —Held | |
| 14 | Oracle Corp COM | $12.1M | 82.7K | 2.6% | —Held | |
| 15 | International Business Machs COM | $10.8M | 38.5K | 2.3% | —Held | |
| 16 | Ishares TR COM | $10.7M | 113.2K | 2.3% | —Held | |
| 17 | Ishares TR COM | $10.4M | 95.2K | 2.2% | —Held | |
| 18 | Cme Group Inc COM | $10.1M | 45.9K | 2.1% | —Held | |
| 19 | American Express Co COM | $9.7M | 28.7K | 2.1% | —Held | |
| 20 | Illinois Tool WKS Inc COM | $9.7M | 35.8K | 2.1% | —Held | |
| 21 | Union Pac Corp COM | $9.7M | 35.5K | 2.0% | —Held | |
| 22 | JPMorgan Chase & Co COM | $9.5M | 29.0K | 2.0% | —Held | |
| 23 | Lowes Cos Inc COM | $9.1M | 41.1K | 1.9% | —Held | |
| 24 | Exxon Mobil Corp COM | $8.9M | 65.2K | 1.9% | —Held | |
| 25 | Shell PLC COM | $8.8M | 113.8K | 1.9% | —Held | |
| 26 | Procter & Gamble Co COM | $8.8M | 59.7K | 1.9% | —Held | |
| 27 | BHP Billiton Limited COM | $7.9M | 94.7K | 1.7% | —Held | |
| 28 | NextEra Energy Inc COM | $7.2M | 82.5K | 1.5% | —Held | |
| 29 | Verisk Analytics Inc COM | $7.1M | 39.7K | 1.5% | —Held | |
| 30 | Pepsico Inc COM | $6.9M | 51.0K | 1.5% | —Held | |
| 31 | Qualcomm Inc COM | $6.6M | 35.8K | 1.4% | ▼−30% Reduced · −15K sh | |
| 32 | Ishares Inc COM | $6.4M | 77.1K | 1.4% | —Held | |
| 33 | Target Corp COM | $6.2M | 47.6K | 1.3% | —Held | |
| 34 | Ishares TR COM | $5.7M | 57.7K | 1.2% | —Held | |
| 35 | Vanguard BD Index FDS COM | $5.6M | 76.6K | 1.2% | —Held | |
| 36 | Invesco Exch Traded FD TR II COM | $5.3M | 198.6K | 1.1% | —Held | |
| 37 | Ishares TR COM | $5.2M | 97.2K | 1.1% | —Held | |
| 38 | Booking Holdings Inc COM | $4.9M | 27.5K | 1.0% | ▲25× Added · +26K sh | |
| 39 | Ishares TR COM | $4.7M | 48.8K | 1.0% | —Held | |
| 40 | Gilead Sciences Inc COM | $4.1M | 32.1K | 0.9% | —Held | |
| 41 | Brookfield Corp COM | $3.6M | 84.2K | 0.8% | —Held | |
| 42 | Pfizer Inc COM | $3.5M | 145.8K | 0.7% | —Held | |
| 43 | Ishares TR COM | $3.1M | 136.9K | 0.7% | —Held | |
| 44 | Bristol-Myers Squibb Co COM | $3.1M | 53.8K | 0.7% | —Held | |
| 45 | Vanguard BD Index FDS COM | $2.6M | 38.0K | 0.6% | —Held | |
| 46 | Markel Group Inc COM | $2.3M | 1.2K | 0.5% | —Held | |
| 47 | Otis Worldwide Corp COM | $2.2M | 31.2K | 0.5% | —Held | |
| 48 | Hasbro Inc COM | $2.0M | 23.7K | 0.4% | —Held | |
| 49 | Berkshire Hathaway Inc Del COM | $1.7M | 3.5K | 0.4% | —Held | |
| 50 | Constellation Brands Inc COM | $1.4M | 10.3K | 0.3% | —Held |
This insurer page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1455288/holdings"
Use Arkolith to show Shelter Mutual Insurance Co's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 42d | 58 | $472.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 58 | $449.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 58 | $448.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 31d | 58 | $445.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 58 | $431.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 57 | $414.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 38d | 57 | $401.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 39d | 57 | $418.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.