Shelter Mutual Insurance Co
CIK: 1455288SEC EDGAR →
Portfolio Value
$145.6B
Holdings
58
As of
Q1 2026
New Positions
58
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 314,823 | $24.3B | 16.67% |
| 2 | ISHARES TR | 160,575 | $14.5B | 9.98% |
| 3 | ISHARES TR | 263,974 | $13.5B | 9.29% |
| 4 | ISHARES TR | 113,212 | $10.7B | 7.38% |
| 5 | SHELL PLC | 113,750 | $10.6B | 7.26% |
| 6 | NEXTERA ENERGY INC | 82,520 | $7.7B | 5.26% |
| 7 | BHP GROUP LTD | 94,680 | $6.9B | 4.73% |
| 8 | ISHARES TR | 57,660 | $5.7B | 3.93% |
| 9 | VANGUARD BD INDEX FDS | 76,583 | $5.6B | 3.87% |
| 10 | ISHARES INC | 77,114 | $5.4B | 3.69% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $90.6B | 62.2% |
| Unknown | 5 | $17.7B | 12.2% |
| Energy | 2 | $10.6B | 7.3% |
| Utilities | 1 | $7.7B | 5.3% |
| Healthcare | 5 | $7.4B | 5.1% |
| Basic Materials | 2 | $6.9B | 4.7% |
| Industrials | 6 | $2.5B | 1.7% |
| Consumer Cyclical | 3 | $2.2B | 1.5% |
| Consumer Defensive | 4 | $33.2M | 0.0% |
| Technology | 3 | $28.1M | 0.0% |