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Shelter Mutual Insurance Co.

CIK:0001455288
Insurance Company
$0 AUM
58 holdings
Columbia, MO, United States
Founded:1946
Latest filing:Jun 30, 2025

Shelter Mutual Insurance Company is a mutual insurance firm founded in 1946 and headquartered in Columbia, Missouri. It specializes in auto, property, business, and life insurance, and conducts business across fifteen U.S. states. Originally established as the insurance subsidiary of the Missouri Farmers Association, it serves individuals and businesses needing personal and commercial insurance products. The employee count is not explicitly provided but is inferred to be several hundred based on its multi-state operations and headquarters size.

Investment Strategy

Shelter Mutual Insurance Company operates as a mutual insurer, focusing primarily on risk coverage for auto, property, business, and life insurance products for policyholders. The company pools premiums and reserves to pay claims and manage policyholder risk rather than pursuing traditional investment fund strategies. Any investment activities are typical for insurance company portfolios, focusing on the safety and liquidity required to meet future claims obligations.

Latest 13F Filing Activity

Shelter Mutual Insurance Co. filed their most recent 13F report on Jun 30, 2025 disclosing 57 equity positions with a total 13F market value of $431M. The fund increased holdings in Oracle Corp., Vanguard Star FDS, American Express Co. among other positions. Shelter Mutual Insurance Co. reduced exposure to Berkshire Hathaway Inc. Del, Abbvie Inc., Vertex Pharmaceuticals Inc. among others.

Top Buys
O
ORCLORACLE CORP
+$6.5M
V
VXUSVANGUARD STAR FDS
+$2.2M
A
AXPAMERICAN EXPRESS CO
+$2.0M
C
CATCATERPILLAR INC
+$1.8M
I
IBMINTERNATIONAL BUSINESS MACHS
+$1.8M
Top Sells
B
BRK-ABERKSHIRE HATHAWAY INC DEL
-$2.4M
A
ABBVABBVIE INC
-$1.4M
V
VRTXVERTEX PHARMACEUTICALS INC
-$1.1M
P
PEPPEPSICO INC
-$913.3K
B
BMYBRISTOL-MYERS SQUIBB CO
-$790.9K

Top Holdings

B
BRK-ABERKSHIRE HATHAWAY INC DEL
+5.7%$24.8M
V
VXUSVANGUARD STAR FDS
+5.0%$21.8M
O
ORCLORACLE CORP
+4.2%$18.1M
W
WMTWALMART INC
+3.8%$16.2M
U
USIGISHARES TR
+3.4%$14.8M

Equity Positions (57)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
BERKSHIRE HATHAWAY INC DEL5.74%$24.8M34$204850.00$728800.00-$2.4M
VANGUARD STAR FDS5.04%$21.8M314,823$49.23$69.09+$2.2M
ORACLE CORP4.19%$18.1M82,710$30.11$218.63+$6.5M
WALMART INC3.76%$16.2M165,666$24.86$97.78+$1.7M
ISHARES TR3.43%$14.8M287,810$54.06$51.44+$256.9K

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+6.8%
FIRE, MARINE & CASUALTY INSURANCE
+6.7%
SERVICES-PREPACKAGED SOFTWARE
+5.2%
RETAIL-VARIETY STORES
+4.8%
CONSTRUCTION MACHINERY & EQUIP
+3.3%
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