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Home > Institutional Investor > Shelter Mutual Insurance Co > Profile

Instuitional Investor - Shelter Mutual Insurance Co

Fund Profile
Filing Period:
Fund Name: Shelter Mutual Insurance Co
Portfolio Value $401,220,600
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 34 $23,151,280 5.77%
2.
Vanguard Star Fds
 314,823 $18,552,519 4.62%
3.
Walmart Inc.
 WMT 165,666 $14,967,923 3.73%
4.
Ishares Tr
 284,810 $14,317,399 3.56%
5.
Oracle Corp
 ORCL 82,710 $13,782,794 3.43%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)