Shelter Mutual Insurance Co
•CIK: 1455288•Filing: Q4 2025
**Shelter Mutual Insurance Co.** manages $448M across a diversified portfolio of 58 positions. The strategy exhibits significant allocations to core market indices and blue-chip names, notably holding BRK/A at $25.7M and VXUS at $23.8M. Further concentration is evident in broad market exposure via IVV ($21.8M) and VTI ($14.7M). This structure suggests a disciplined, large-cap growth orientation across global and domestic equity mandates.
Total AUM
$448.3M
QoQ Performance
+0.5%
Positions
43
Top 10 Concentration
38.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/A
VXUS
BRK/A5.7%
VXUS5.3%
IVV4.9%
ORCL3.6%
VTI3.3%
IEFA3.2%
V3.2%
USIG3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.7%
Financial14.6%
Technology8.1%
Industrial6.6%
Consumer6.6%
Healthcare5.2%
ETF4.9%
Materials2.5%
Changes from Q3 2025
↑8 increased
↓4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023