Shelter Mutual Insurance Co

Q4 2025 13F-HR Holdings

Location
Columbia, MO
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$448,338
Net value change ($000)
+2,389 (0.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVV 14,438 194.9%
VRTX 1,704 15.8%
VXUS 623 2.7%
IBM 540 5.0%
XOM 494 6.7%
BMY 476 19.6%
BHP 438 8.3%
NEE 396 6.4%
TGT 383 9.0%
V 379 2.7%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -7,140 -30.7%
WMT -3,507 -20.5%
CAT -2,811 -19.1%
AXP -2,617 -19.8%
LIN -1,285 -10.2%
VRSK -1,105 -11.1%
PG -617 -6.7%
ITW -519 -5.6%
LOW -418 -4.0%
ABBV -326 -2.4%
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