Shelter Mutual Insurance Co

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 25, 2024
Value $
$384M
Signature - Title
David Phillips - Director of Public Markets
Location
1817 W Broadway, Columbia, MO
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 58 $384M $0 -$20.8K -$20.8K BRKA, VXUS, USIG, VRTX, VTI 13F-HR 7/25/2024, 09:59 AM
Q1 2024 68 $388M +$6.67M $0 +$6.67M BRKA, VXUS, USIG, LIN, IEFA 13F-HR 5/6/2024, 12:49 PM
Q4 2023 58 $363M $0 -$21.6M -$21.6M BRKA, VXUS, USIG, IEFA, VRTX 13F-HR 1/31/2024, 03:36 PM
Q3 2023 60 $358M $0 -$41.2M -$41.2M BRKA, VXUS, USIG, WMT, IEFA 13F-HR 11/2/2023, 05:20 PM
Q2 2023 67 $412M +$64.9M -$26.3M +$38.6M BRKA, VXUS, USIG, PEP, PG 13F-HR 8/1/2023, 04:08 PM
Q1 2023 54 $359M +$10.1M -$9.7M +$370K BRKA, VXUS, V, ORCL, VRTX 13F-HR 4/18/2023, 10:40 AM
Q4 2022 54 $348M +$2.58M -$2.31M +$272K BRKA, VXUS, V, VRTX, PEP 13F-HR 1/20/2023, 02:57 PM
Q3 2022 53 $309M $0 -$1.72M -$1.72M BRKA, VXUS, VRTX, LOW, PEP 13F-HR 10/14/2022, 05:12 PM
Q2 2022 54 $330M +$2.24M -$2.79M -$554K BRKA, VXUS, VRTX, V, PG 13F-HR 7/12/2022, 04:44 PM
Q1 2022 53 $381M +$6.35M -$4.99M +$1.36M BRKA, VXUS, VRSK, V, UNP 13F-HR 5/16/2022, 04:50 PM
Q4 2021 52 $386M $0 -$64.3K -$64.3K VXUS, BRKA, LOW, VRSK, IEFA 13F-HR 2/1/2022, 01:39 PM
Q3 2021 52 $355M +$3.71M -$973K +$2.74M VXUS, BRKA, V, IEFA, VRSK 13F-HR 10/8/2021, 03:35 PM
Q2 2021 50 $359M +$20.1M -$31.8M -$11.7M VXUS, BRKA, V, IEFA, LOW 13F-HR 8/2/2021, 02:38 PM
Q1 2021 52 $356M +$22.7M -$5.24M +$17.4M VXUS, V, BRKA, ORCL, PG 13F-HR 4/22/2021, 12:10 PM
Q4 2020 48 $319M +$17M -$14.5M +$2.46M VXUS, V, BRKA, VRSK, PG 13F-HR 2/10/2021, 04:55 PM
Q3 2020 48 $292M +$1.39M -$623K +$769K VXUS, V, BRKA, PG, VRSK 13F-HR 11/10/2020, 03:42 PM
Q2 2020 47 $268M +$34.9M -$34.2M +$621K VXUS, V, BRKA, VRSK, PG 13F-HR 7/24/2020, 11:44 AM
Q1 2020 41 $239M +$1.11M -$2.8M -$1.69M V, BRKA, PG, WMT, PEP 13F-HR 5/12/2020, 12:52 PM
Q4 2019 41 $295M +$9.82M -$73.2M -$63.4M V, BRKA, PG, PEP, WMT 13F-HR 2/7/2020, 05:09 PM
Q3 2019 44 $343M +$2.29M -$10.4M -$8.09M V, BRKA, PG, PEP, VRSK 13F-HR 11/21/2019, 12:45 PM
Q2 2019 44 $350M +$27.7M -$27.6M +$73.5K V, BRKA, VRSK, ORCL, PEP 13F-HR 8/1/2019, 04:14 PM
Q1 2019 44 $339M +$697K -$8.35M -$7.66M V, BRKA, VRSK, ORCL, PEP 13F-HR 4/22/2019, 03:48 PM
Q4 2018 45 $312M +$8.01M -$15.8M -$7.79M BRKA, V, CME, PEP, ORCL 13F-HR 2/13/2019, 04:28 PM
Q3 2018 45 $358M $0 -$2.36M -$2.36M V, BRKA, LOW, ORCL, VRSK 13F-HR 10/26/2018, 04:34 PM
Q2 2018 45 $337M +$35.6M -$32.8M +$2.78M V, BRKA, CME, LOW, PEP 13F-HR 7/23/2018, 12:14 PM
Q1 2018 42 $335M +$14.1M -$5.54M +$8.53M BRKA, V, CME, PEP, ORCL 13F-HR 4/25/2018, 01:11 PM
Q4 2017 41 $335M $0 -$9.33M -$9.33M BRKA, V, CAT, PEP, ORCL 13F-HR 1/12/2018, 10:21 AM
Q3 2017 43 $321M +$17.3M -$33.8M -$16.5M BRKA, V, ORCL, PEP, PG 13F-HR 11/3/2017, 05:10 PM
Q2 2017 42 $326M +$3.91M -$10.1M -$6.22M BRKA, V, ORCL, PEP, PG 13F-HR 8/8/2017, 01:56 PM
Q1 2017 42 $326M +$3.08M -$14.3M -$11.2M BRKA, V, PEP, ORCL, IBM 13F-HR 4/14/2017, 04:53 PM
Q4 2016 42 $325M $0 $0 BRKA, V, PEP, MMM, IBM 13F-HR 1/17/2017, 03:21 PM
Q3 2016 42 $323M +$1.54M -$10.9M -$9.37M BRKA, V, PEP, PG, MMM 13F-HR 11/14/2016, 12:40 PM
Q2 2016 44 $330M +$847K -$8.18M -$7.33M BRKA, SJM, PEP, V, UNP 13F-HR 7/27/2016, 04:47 PM
Q1 2016 43 $326M +$20M -$26.2M -$6.22M BRKA, V, SJM, PEP, ORCL 13F-HR 5/13/2016, 11:33 AM
Q4 2015 44 $321M +$2.48M -$192K +$2.28M BRKA, PEP, V, MMM, SJM 13F-HR 1/15/2016, 10:31 AM
Q3 2015 44 $305M +$1.26M -$978K +$280K BRKA, PEP, V, UNP, MMM 13F-HR 10/14/2015, 01:35 PM
Q2 2015 43 $332M +$21M $0 +$21M BRKA, PEP, V, UNP, MMM 13F-HR 7/24/2015, 05:08 PM
Q1 2015 41 $319M +$24.9M -$59.5M -$34.7M PEP, UNP, V, MMM, ORCL 13F-HR 5/12/2015, 04:12 PM
Q4 2014 44 $372M $0 -$7.3M -$7.3M BRKA, UNP, PEP, V, MMM 13F-HR 1/30/2015, 12:39 PM
Q3 2014 45 $363M $0 $0 BRKA, PEP, UNP, IBM, RDSA 13F-HR 11/13/2014, 04:32 PM
Q2 2014 45 $366M +$8.87M -$12.9M -$4M BRKA, PEP, SLB, UNP, RDSA 13F-HR 7/22/2014, 02:05 PM
Q1 2014 49 $364M +$2.69M -$16.8M -$14.1M BRKA, UNP, PEP, IBM, RDSA 13F-HR 5/2/2014, 10:55 AM
Q4 2013 49 $378M $0 $0 BRKA, PEP, UNP, MMM, IBM 13F-HR 1/21/2014, 02:48 PM