0001455288-23-000003.txt : 20230418
0001455288-23-000003.hdr.sgml : 20230418
20230418104004
ACCESSION NUMBER: 0001455288-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230418
DATE AS OF CHANGE: 20230418
EFFECTIVENESS DATE: 20230418
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: 23825817
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
X0202
13F-HR
LIVE
false
false
false
0001455288
XXXXXXXX
03-31-2023
03-31-2023
Shelter Mutual Insurance Co
1817 W BROADWAY
COLUMBIA
MO
65218
13F HOLDINGS REPORT
028-13418
N
David Phillips
Director of Equity Investments
5732144149
David Phillips
Columbia
MO
04-18-2023
0
54
358784
false
INFORMATION TABLE
2
MutualStockReport_1Q23.xml
ISHARES TR
MBS ETF
464288588
1705
18000
SH
SOLE
0
0
0
18000
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
2894
38000
SH
SOLE
0
0
0
38000
ISHARES TR
USD INV GRDE ETF
464288620
6586
130000
SH
SOLE
0
0
0
130000
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
10368
50800
SH
SOLE
0
0
0
50800
VANGUARD STAR FDS
VG TL INTL STK F
921909768
19942
361100
SH
SOLE
0
0
0
361100
ISHARES TR
CORE MSCI EAFE
46432F842
12061
180425
SH
SOLE
0
0
0
180425
ISHARES INC
CORE MSCI EMKT
46434G103
4227
86644
SH
SOLE
0
0
0
86644
ECOLAB INC
COM
278865100
4417
26684
SH
SOLE
0
0
0
26684
BHP GROUP LTD
SPONSORED ADS
088606108
6004
94680
SH
SOLE
0
0
0
94680
HASBRO INC
COM
418056107
1272
23700
SH
SOLE
0
0
0
23700
BOOKING HOLDINGS INC
COM
09857L108
2918
1100
SH
SOLE
0
0
0
1100
TARGET CORP
COM
87612E106
7882
47590
SH
SOLE
0
0
0
47590
LOWES COS INC
COM
548661107
12322
61620
SH
SOLE
0
0
0
61620
WALMART INC
COM
931142103
10966
74372
SH
SOLE
0
0
0
74372
GILEAD SCIENCES INC
COM
375558103
2664
32110
SH
SOLE
0
0
0
32110
CONSTELLATION BRANDS INC
CL A
21036P108
2327
10300
SH
SOLE
0
0
0
10300
BRISTOL-MYERS SQUIBB CO
COM
110122108
3729
53800
SH
SOLE
0
0
0
53800
3M CO
COM
88579Y101
2519
23970
SH
SOLE
0
0
0
23970
PFIZER INC
COM
717081103
5949
145820
SH
SOLE
0
0
0
145820
PHILIP MORRIS INTL INC
COM
718172109
7001
71990
SH
SOLE
0
0
0
71990
ABBOTT LABS
COM
002824100
5717
56460
SH
SOLE
0
0
0
56460
ABBVIE INC
COM
00287Y109
9177
57585
SH
SOLE
0
0
0
57585
ILLINOIS TOOL WKS INC
COM
452308109
9638
39590
SH
SOLE
0
0
0
39590
MEDTRONIC PLC
SHS
G5960L103
5756
71396
SH
SOLE
0
0
0
71396
PEPSICO INC
COM
713448108
12519
68670
SH
SOLE
0
0
0
68670
PROCTER AND GAMBLE CO
COM
742718109
11946
80345
SH
SOLE
0
0
0
80345
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
21418
46
SH
SOLE
0
0
0
46
EXXON MOBIL CORP
COM
30231G102
7194
65600
SH
SOLE
0
0
0
65600
MARKEL CORP
COM
570535104
1533
1200
SH
SOLE
0
0
0
1200
JPMORGAN CHASE & CO
COM
46625H100
3779
29000
SH
SOLE
0
0
0
29000
AMERICAN EXPRESS CO
COM
025816109
6579
39885
SH
SOLE
0
0
0
39885
CME GROUP INC
COM
12572Q105
8795
45920
SH
SOLE
0
0
0
45920
VISA INC
COM CL A
92826C839
13891
61610
SH
SOLE
0
0
0
61610
OTIS WORLDWIDE CORP
COM
68902V107
2633
31200
SH
SOLE
0
0
0
31200
CATERPILLAR INC
COM
149123101
7826
34200
SH
SOLE
0
0
0
34200
UNION PAC CORP
COM
907818108
9756
48473
SH
SOLE
0
0
0
48473
DEERE & CO
COM
244199105
11903
28830
SH
SOLE
0
0
0
28830
QUALCOMM INC
COM
747525103
6198
48585
SH
SOLE
0
0
0
48585
ORACLE CORP
COM
68389X105
13818
148710
SH
SOLE
0
0
0
148710
VERISK ANALYTICS INC
COM
92345Y106
12471
65000
SH
SOLE
0
0
0
65000
NEXTERA ENERGY INC
COM
65339F101
6361
82520
SH
SOLE
0
0
0
82520
VERTEX PHARMACEUTICALS INC
COM
92532F100
13643
43300
SH
SOLE
0
0
0
43300
ULTRA CLEAN HLDGS INC
COM
90385V107
579
17475
SH
SOLE
0
0
0
17475
INTERNATIONAL BUSINESS MACHS
COM
459200101
5046
38491
SH
SOLE
0
0
0
38491
KYNDRYL HLDGS INC
COMMON STOCK
50155Q100
114
7698
SH
SOLE
0
0
0
7698
SHELL PLC
SPON ADS
780259305
6545
113750
SH
SOLE
0
0
0
113750
WARNER BROS DISCOVERY INC
COM SER A
934423104
1689
111790
SH
SOLE
0
0
0
111790
WOODSIDE ENERGY GROUP LTD
SPONSORED ADR
980228308
767
34217
SH
SOLE
0
0
0
34217
BROOKFIELD REINS LTD
CL A EXCH LT VTG
G16250105
13
386
SH
SOLE
0
0
0
386
BROOKFIELD CORP
CL A LTD VT SH
11271J107
1831
56131
SH
SOLE
0
0
0
56131
BROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
113004105
462
14127
SH
SOLE
0
0
0
14127
LINDE PLC
SHS
G54950103
10073
28340
SH
SOLE
0
0
0
28340
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1073
3474
SH
SOLE
0
0
0
3474
ISHARES TR
CORE S&P500 ETF
464287200
288
700
SH
SOLE
0
0
0
700