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Shelter Mutual Insurance Co
Shelter Mutual Insurance Co is an institution, managing $445.9M across 58 long positions as of Q3 2025 with 31% ETF concentration.
- Portfolio Value
- $445.9M
- Positions
- 58
- Top Holding
- BRK.A at 5.75%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Shelter Mutual Insurance Co's portfolio (38.9% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $25.6M | 5.75% | — | 0.00% 34.0 shares | |
Software - Infrastructure Technology | $23.3M | 5.22% | — | 0.00% 82.7K shares | |
ETF ETF | $23.1M | 5.19% | — | — 314.8K shares | |
Discount Stores Consumer Defensive | $17.1M | 3.83% | — | 0.00% 165.7K shares | |
Agricultural - Machinery Industrials | $14.7M | 3.29% | — | 0.01% 30.8K shares | |
ETF ETF | $14.4M | 3.23% | — | — 43.9K shares | |
ETF ETF | $14.1M | 3.17% | -$884.8K Sold | — 270.9K shares | |
ETF ETF | $14.0M | 3.14% | — | — 160.6K shares | |
Financial - Credit Services Financial Services | $13.9M | 3.11% | — | 0.00% 40.6K shares | |
Drug Manufacturers - General Healthcare | $13.3M | 2.99% | — | 0.00% 57.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Shelter Mutual Insurance Co's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+16.61% | |
+12.06% | |
+1.53% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-9.63% | |
-9.11% | |
-8.19% | |
-5.89% |
Analytics
Portfolio insights and performance metrics for Shelter Mutual Insurance Co
GthenA