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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 $472,828,527
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 42,264 $31,651,087 6.69%
2.
Vanguard Star Fds
 314,823 $26,914,218 5.69%
3.
Berkshire Hathaway Inc
 BRK-B 34 $25,460,900 5.38%
4.
Caterpillar Inc
 CAT 16,740 $17,826,426 3.77%
5.
Vanguard Index Fds
 43,850 $16,226,254 3.43%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.