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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 $448,337,723
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 34 $25,663,200 5.72%
2.
Vanguard Star Fds
 314,823 $23,750,247 5.3%
3.
Ishares Trust
 IEF 31,896 $21,846,846 4.87%
4.
Oracle Corp
 ORCL 82,710 $16,121,006 3.6%
5.
Vanguard Index Fds
 43,850 $14,701,590 3.28%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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