Shelter Mutual Insurance Co

Q1 2026 13F-HR Holdings

Location
Columbia, MO
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$449,765
Net value change ($000)
+1,427 (0.3%)
New positions
1
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 3,214 41.0%
CAT 2,810 23.7%
SHEL 2,221 26.6%
DE 1,985 21.0%
LIN 1,834 16.3%
WMT 1,566 11.5%
BHP 1,171 20.5%
TGT 1,116 24.0%
NEE 1,039 15.7%
CME 1,022 8.1%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -3,954 -24.5%
QCOM -2,159 -24.7%
IBM -2,071 -18.2%
V -1,968 -13.8%
AXP -1,939 -18.2%
VRSK -1,347 -15.2%
BKNG -1,260 -21.4%
BRK-B -1,246 -4.9%
JPM -813 -8.7%
USIG -659 -4.6%
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