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Shelter Mutual Insurance Co.
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 Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 5.74% | $24.8M | 34 | $204850.00 | $728800.00 | -$2.4M | |
V VXUS | VANGUARD STAR FDS | 5.04% | $21.8M | 314,823 | $49.23 | $69.09 | +$2.2M |
O ORCL | ORACLE CORP | 4.19% | $18.1M | 82,710 | $30.11 | $218.63 | +$6.5M |
W WMT | WALMART INC | 3.76% | $16.2M | 165,666 | $24.86 | $97.78 | +$1.7M |
U USIG | ISHARES TR | 3.43% | $14.8M | 287,810 | $54.06 | $51.44 | +$256.9K |
Industry Allocation
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