Shelter Mutual Insurance
Shelter Mutual Insurance reported 58 stocks worth $473M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (6.7%), VXUS (5.7%) and BRK.A (5.4%). Compared with Q1 2026, the fund added to IVV and BKNG and trimmed CAT and QCOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $31.7M | 6.7% | 42K | +9,770 (+30%) | 8 of 8 | |
| 2 |  VXUS Vanguard Star Fds | $26.9M | 5.7% | 315K | No change | 8 of 8 | |
| 3 |  BRK.A Berkshire Hathaway Inc Dclass A | $25.5M | 5.4% | 34 | No change | 8 of 8 | |
| 4 |  CAT Caterpillar Inc | $17.8M | 3.8% | 17K | −3,990 (−19%) | 8 of 8 | |
| 5 |  VTI Vanguard Total Stock Market ETF | $16.2M | 3.4% | 44K | No change | 8 of 8 | |
| 6 |  IEFA Ishares TR | $15.5M | 3.3% | 161K | No change | 8 of 8 | |
| 7 |  ABBV Abbvie Inc | $14.3M | 3.0% | 57K | No change | 8 of 8 | |
| 8 |  V Visa Inc | $13.9M | 3.0% | 41K | No change | 8 of 8 | |
| 9 |  WMT Walmart Inc | $13.8M | 2.9% | 122K | No change | 8 of 8 | |
| 10 |  LIN Linde PLC | $13.7M | 2.9% | 26K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Shelter Mutual Insurance 13F FAQ
What does Shelter Mutual Insurance own?
Shelter Mutual Insurance reported 58 stocks worth $473M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (6.7%), VXUS (5.7%) and BRK.A (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Shelter Mutual Insurance buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 2 added to, 2 trimmed and 0 sold out.
When will Shelter Mutual Insurance file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Shelter Mutual Insurance's portfolio worth?
The Q2 2026 filing reports $473M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.