0001455288-22-000009.txt : 20221014 0001455288-22-000009.hdr.sgml : 20221014 20221014171217 ACCESSION NUMBER: 0001455288-22-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221014 DATE AS OF CHANGE: 20221014 EFFECTIVENESS DATE: 20221014 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shelter Mutual Insurance Co CENTRAL INDEX KEY: 0001455288 IRS NUMBER: 431214776 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13418 FILM NUMBER: 221311948 BUSINESS ADDRESS: STREET 1: 1817 W BROADWAY CITY: COLUMBIA STATE: MO ZIP: 65218 BUSINESS PHONE: 1-800-743-5837 MAIL ADDRESS: STREET 1: 1817 W BROADWAY CITY: COLUMBIA STATE: MO ZIP: 65218 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001455288 XXXXXXXX 09-30-2022 09-30-2022 Shelter Mutual Insurance Co

1817 W BROADWAY COLUMBIA MO 65218

13F HOLDINGS REPORT 028-13418 N David Phillips 5732144149 David Phillips Columbia MO 10-14-2022 0 53 308817 false INFORMATION TABLE 2 MutualStockReport_3Q22.xml VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2737 38000 SH SOLE 0 0 0 38000 ISHARES TR USD INV GRDE ETF 464288620 6247 130000 SH SOLE 0 0 0 130000 ISHARES TR MBS ETF 464288588 1648 18000 SH SOLE 0 0 0 18000 VANGUARD STAR FDS VG TL INTL STK F 921909768 16515 361100 SH SOLE 0 0 0 361100 ISHARES TR CORE MSCI EAFE 46432F842 9503 180425 SH SOLE 0 0 0 180425 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9117 50800 SH SOLE 0 0 0 50800 ISHARES INC CORE MSCI EMKT 46434G103 3724 86644 SH SOLE 0 0 0 86644 ILLINOIS TOOL WKS INC COM 452308109 7152 39590 SH SOLE 0 0 0 39590 ECOLAB INC COM 278865100 3854 26684 SH SOLE 0 0 0 26684 PHILIP MORRIS INTL INC COM 718172109 5976 71990 SH SOLE 0 0 0 71990 PEPSICO INC COM 713448108 11211 68670 SH SOLE 0 0 0 68670 VERISK ANALYTICS INC COM 92345Y106 11084 65000 SH SOLE 0 0 0 65000 DEERE & CO COM 244199105 9626 28830 SH SOLE 0 0 0 28830 GILEAD SCIENCES INC COM 375558103 1981 32110 SH SOLE 0 0 0 32110 WALMART INC COM 931142103 9646 74372 SH SOLE 0 0 0 74372 MEDTRONIC PLC SHS G5960L103 5765 71396 SH SOLE 0 0 0 71396 UNION PAC CORP COM 907818108 9444 48473 SH SOLE 0 0 0 48473 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2295 56131 SH SOLE 0 0 0 56131 QUALCOMM INC COM 747525103 5489 48585 SH SOLE 0 0 0 48585 LOWES COS INC COM 548661107 11573 61620 SH SOLE 0 0 0 61620 ORACLE CORP COM 68389X105 9082 148710 SH SOLE 0 0 0 148710 VISA INC COM CL A 92826C839 10945 61610 SH SOLE 0 0 0 61610 AMERICAN EXPRESS CO COM 025816109 5381 39885 SH SOLE 0 0 0 39885 HASBRO INC COM 418056107 1598 23700 SH SOLE 0 0 0 23700 CATERPILLAR INC COM 149123101 5612 34200 SH SOLE 0 0 0 34200 BERKSHIRE HATHAWAY INC DEL CL A 084670108 18698 46 SH SOLE 0 0 0 46 EXXON MOBIL CORP COM 30231G102 5728 65600 SH SOLE 0 0 0 65600 BHP GROUP LTD SPONSORED ADS 088606108 4738 94680 SH SOLE 0 0 0 94680 BRISTOL-MYERS SQUIBB CO COM 110122108 3825 53800 SH SOLE 0 0 0 53800 BOOKING HOLDINGS INC COM 09857L108 1808 1100 SH SOLE 0 0 0 1100 TARGET CORP COM 87612E106 7062 47590 SH SOLE 0 0 0 47590 ABBVIE INC COM 00287Y109 7728 57585 SH SOLE 0 0 0 57585 ABBOTT LABS COM 002824100 5463 56460 SH SOLE 0 0 0 56460 NEXTERA ENERGY INC COM 65339F101 6470 82520 SH SOLE 0 0 0 82520 CME GROUP INC COM 12572Q105 8134 45920 SH SOLE 0 0 0 45920 MARKEL CORP COM 570535104 1301 1200 SH SOLE 0 0 0 1200 PROCTER AND GAMBLE CO COM 742718109 10144 80345 SH SOLE 0 0 0 80345 3M CO COM 88579Y101 2649 23970 SH SOLE 0 0 0 23970 OTIS WORLDWIDE CORP COM 68902V107 1991 31200 SH SOLE 0 0 0 31200 PFIZER INC COM 717081103 6381 145820 SH SOLE 0 0 0 145820 JPMORGAN CHASE & CO COM 46625H100 3031 29000 SH SOLE 0 0 0 29000 CONSTELLATION BRANDS INC CL A 21036P108 2366 10300 SH SOLE 0 0 0 10300 LINDE PLC SHS G5494J103 7640 28340 SH SOLE 0 0 0 28340 VERTEX PHARMACEUTICALS INC COM 92532F100 12537 43300 SH SOLE 0 0 0 43300 ULTRA CLEAN HLDGS INC COM 90385V107 450 17475 SH SOLE 0 0 0 17475 INTERNATIONAL BUSINESS MACHS COM 459200101 4573 38491 SH SOLE 0 0 0 38491 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 64 7698 SH SOLE 0 0 0 7698 SHELL PLC SPON ADS 780259305 5660 113750 SH SOLE 0 0 0 113750 WARNER BROS DISCOVERY INC COM SER A 934423104 1286 111790 SH SOLE 0 0 0 111790 BROOKFIELD ASSET MGMT REINS CL A EXCH LT VTG G16169107 16 386 SH SOLE 0 0 0 386 WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 690 34217 SH SOLE 0 0 0 34217 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 928 3474 SH SOLE 0 0 0 3474 ISHARES TR CORE S&P500 ETF 464287200 251 700 SH SOLE 0 0 0 700