Shelter Mutual Insurance Co reported 35 positions worth $303.71M for the quarter ended Jun 30, 2026, up 1.8% on the prior quarter. It opened 0 new positions, added to 0, trimmed 2 and exited 0. Its largest holding is Berkshire Hathaway Inc at 8.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc | Financial Services | 34 | $25.46M | 8.38% | 0 | 0.0% | Unchanged | 0.01% |
| 2 | CAT Caterpillar Inc | Industrials | 16.7K | $17.83M | 5.87% | -3,990 | -19.2% | Reduced | 0% |
| 3 | ABBV AbbVie Inc. | Healthcare | 56.9K | $14.32M | 4.72% | 0 | 0.0% | Unchanged | 0% |
| 4 | V Visa Inc. | Financial Services | 40.6K | $13.93M | 4.59% | 0 | 0.0% | Unchanged | 0% |
| 5 | WMT Walmart Inc. | Consumer Staples | 121.8K | $13.79M | 4.54% | 0 | 0.0% | Unchanged | 0% |
| 6 | LIN Linde Plc | Basic Materials | 26.4K | $13.72M | 4.52% | 0 | 0.0% | Unchanged | 0.01% |
| 7 | VRTX Vertex Pharmaceuticals Inc / Ma | Healthcare | 27.6K | $13.71M | 4.51% | 0 | 0.0% | Unchanged | 0.01% |
| 8 | DE Deere & Co | Industrials | 20.3K | $12.89M | 4.24% | 0 | 0.0% | Unchanged | 0.01% |
| 9 | ORCL Oracle Corp | Technology | 82.7K | $12.12M | 3.99% | 0 | 0.0% | Unchanged | 0% |
| 10 | IBM International Business Machines Corp | Technology | 38.5K | $10.82M | 3.56% | 0 | 0.0% | Unchanged | 0% |
| 11 | CME Cme Group Inc. | Financial Services | 45.9K | $10.14M | 3.34% | 0 | 0.0% | Unchanged | 0.01% |
| 12 | AXP American Express Co | Financial Services | 28.7K | $9.72M | 3.2% | 0 | 0.0% | Unchanged | 0% |
| 13 | ITW Illinois Tool Works Inc | Industrials | 35.8K | $9.69M | 3.19% | 0 | 0.0% | Unchanged | 0.01% |
| 14 | UNP Union Pacific Corp | Industrials | 35.5K | $9.66M | 3.18% | 0 | 0.0% | Unchanged | 0.01% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 29.0K | $9.49M | 3.13% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Shelter Mutual Insurance.
As of its Q2 2026 13F filing, Shelter Mutual Insurance Co’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 8.4%, Caterpillar Inc (CAT) at 5.9%, AbbVie Inc. (ABBV) at 4.7%, Visa Inc. (V) at 4.6%, Walmart Inc. (WMT) at 4.5% of the reported portfolio.
Shelter Mutual Insurance Co reported a 13F portfolio worth $303.71M across 35 positions for Q2 2026. That is up 1.8% from the previous quarter.
Its largest sales by value were Caterpillar Inc ($4.25M), Qualcomm Inc ($2.83M). It exited 0 positions entirely.
From the Form 13F-HR reports Shelter Mutual Insurance Co files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.