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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 $431,369,734
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 34 $24,779,200 5.74%
2.
Vanguard Star Fds
 314,823 $21,751,121 5.04%
3.
Oracle Corp
 ORCL 82,710 $18,082,887 4.19%
4.
Walmart Inc.
 WMT 165,666 $16,198,821 3.76%
5.
Ishares Tr
 287,810 $14,804,946 3.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)