§ 13F · FUND PROFILE
Shelter Mutual Insurance Co.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $431.4T (13F)Positions · 58Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 34 | $25.7T | 5.7% | ±0% |
| 2 | VXUS | VANGUARD STAR FDS | 315K | $23.8T | 5.3% | ±0% |
| 3 | IVV | ISHARES TR | 32K | $21.8T | 4.9% | +188% |
| 4 | ORCL | ORACLE CORP | 83K | $16.1T | 3.6% | ±0% |
| 5 | VTI | VANGUARD INDEX FDS | 44K | $14.7T | 3.3% | ±0% |
| 6 | IEFA | ISHARES TR | 161K | $14.4T | 3.2% | ±0% |
| 7 | V | VISA INC | 41K | $14.2T | 3.2% | ±0% |
| 8 | USIG | ISHARES TR | 274K | $14.2T | 3.2% | +1% |
| 9 | WMT | WALMART INC | 122K | $13.6T | 3.0% | −26% |
| 10 | ABBV | ABBVIE INC | 57K | $13.0T | 2.9% | −1% |
§ 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 $431369.7 trillion in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed