Shelter Mutual Insurance Co

Q2 2026 13F-HR Holdings

Location
Columbia, MO
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$472,829
Net value change ($000)
+23,064 (5.1%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 10,426 49.1%
CAT 3,140 21.4%
VXUS 2,638 10.9%
VTI 2,158 15.3%
ABBV 1,944 15.7%
V 1,659 13.5%
IBM 1,494 16.0%
DE 1,443 12.6%
VRTX 1,385 11.2%
BRK-B 1,044 4.3%
Top Reduces (Value $000, Stocks/ETFs)
CME -3,421 -25.2%
XOM -2,146 -19.4%
SHEL -1,759 -16.6%
WMT -1,342 -8.9%
PEP -1,015 -12.8%
LOW -649 -6.7%
PFE -584 -14.3%
NEE -421 -5.5%
GILD -418 -9.3%
VRSK -406 -5.4%
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