Institutional Fund
Shelter Mutual Insurance Co
Columbia, MOCIK 14552885 filings on record
Portfolio Value
$449.76M
Q1 2026
Holdings
58
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+0.3%
from $448.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del5.4%
- Vanguard Star Fds5.4%
- Ishares Tr4.7%
- Walmart Inc3.4%
- Caterpillar Inc3.3%
- Ishares Tr3.2%
- Other74.6%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 34 | $24.42M | 5.4% | 0 | Held |
| 2 | Vanguard Star Fds | 314.8K | $24.28M | 5.4% | 0 | Held |
| 3 | Ishares Tr | 32.5K | $21.23M | 4.7% | +598 | Added |
| 4 | Walmart Inc | 121.8K | $15.13M | 3.4% | 0 | Held |
| 5 | Caterpillar Inc | 20.7K | $14.69M | 3.3% | 0 | Held |
| 6 | Ishares Tr | 160.6K | $14.54M | 3.2% | 0 | Held |
| 7 | Vanguard Index Fds | 43.9K | $14.07M | 3.1% | 0 | Held |
| 8 | Cme Group Inc | 45.9K | $13.56M | 3.0% | 0 | Held |
| 9 | Ishares Tr | 264.0K | $13.52M | 3.0% | −10.0K | Reduced |
| 10 | Linde PLC | 26.4K | $13.11M | 2.9% | 0 | Held |
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