§ 13F · FUND PROFILE
Shelter Mutual Insurance Co.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $446M (13F)Positions · 58Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$375K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 34 | $24M | 5.4% | ±0% |
| 2 | VXUS | VANGUARD STAR FDS | 315K | $24M | 5.4% | ±0% |
| 3 | IVV | ISHARES TR | 32K | $21M | 4.7% | +2% |
| 4 | WMT | WALMART INC | 122K | $15M | 3.4% | ±0% |
| 5 | CAT | CATERPILLAR INC | 21K | $15M | 3.3% | ±0% |
| 6 | IEFA | ISHARES TR | 161K | $15M | 3.2% | ±0% |
| 7 | VTI | VANGUARD INDEX FDS | 44K | $14M | 3.1% | ±0% |
| 8 | CME | CME GROUP INC | 46K | $14M | 3.0% | ±0% |
| 9 | USIG | ISHARES TR | 264K | $14M | 3.0% | −4% |
| 10 | LIN | LINDE PLC | 26K | $13M | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHELTER SIGNAL
AC read
Shelter Mutual Insurance Co is a Income / Defensive fund managing $446 million in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed