Shelter Mutual Insurance Co

Q3 2025 13F-HR Holdings

Location
Columbia, MO
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
58
Total value ($000)
$445,949
Net value change ($000)
+14,579 (3.4%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ORCL 5,178 28.6%
CAT 2,738 22.9%
ABBV 2,644 24.7%
VXUS 1,376 6.3%
LOW 1,211 13.3%
VTI 1,063 8.0%
WMT 875 5.4%
BRK-B 864 3.5%
JPM 740 8.8%
BHP 725 15.9%
Top Reduces (Value $000, Stocks/ETFs)
VRSK -2,382 -19.3%
VRTX -1,479 -12.0%
DE -1,041 -10.1%
USIG -666 -4.5%
V -556 -3.9%
IBM -485 -4.3%
BKNG -429 -6.7%
TGT -426 -9.1%
PG -339 -3.6%
STZ -289 -17.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type