0001455290-23-000003.txt : 20230120 0001455290-23-000003.hdr.sgml : 20230120 20230120145728 ACCESSION NUMBER: 0001455290-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230120 EFFECTIVENESS DATE: 20230120 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: 23540539 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 12-31-2022 12-31-2022 Shelter Mutual Insurance Co

1817 W BROADWAY COLUMBIA MO 65218

13F HOLDINGS REPORT 028-13418 N David Phillips 5732144149 David Phillips Columbia MO 01-20-2023 0 54 348402 false INFORMATION TABLE 2 MutualStockReport_4Q22.xml ISHARES TR MBS ETF 464288588 1670 18000 SH SOLE 0 0 0 18000 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2754 38000 SH SOLE 0 0 0 38000 ISHARES TR USD INV GRDE ETF 464288620 6384 130000 SH SOLE 0 0 0 130000 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9712 50800 SH SOLE 0 0 0 50800 VANGUARD STAR FDS VG TL INTL STK F 921909768 18665 361100 SH SOLE 0 0 0 361100 ISHARES TR CORE MSCI EAFE 46432F842 11121 180425 SH SOLE 0 0 0 180425 ISHARES INC CORE MSCI EMKT 46434G103 4046 86644 SH SOLE 0 0 0 86644 ECOLAB INC COM 278865100 3884 26684 SH SOLE 0 0 0 26684 BHP GROUP LTD SPONSORED ADS 088606108 5875 94680 SH SOLE 0 0 0 94680 LINDE PLC SHS G5494J103 9244 28340 SH SOLE 0 0 0 28340 HASBRO INC COM 418056107 1446 23700 SH SOLE 0 0 0 23700 BOOKING HOLDINGS INC COM 09857L108 2217 1100 SH SOLE 0 0 0 1100 TARGET CORP COM 87612E106 7093 47590 SH SOLE 0 0 0 47590 LOWES COS INC COM 548661107 12277 61620 SH SOLE 0 0 0 61620 WALMART INC COM 931142103 10545 74372 SH SOLE 0 0 0 74372 GILEAD SCIENCES INC COM 375558103 2757 32110 SH SOLE 0 0 0 32110 CONSTELLATION BRANDS INC CL A 21036P108 2387 10300 SH SOLE 0 0 0 10300 BRISTOL-MYERS SQUIBB CO COM 110122108 3871 53800 SH SOLE 0 0 0 53800 3M CO COM 88579Y101 2874 23970 SH SOLE 0 0 0 23970 PFIZER INC COM 717081103 7472 145820 SH SOLE 0 0 0 145820 PHILIP MORRIS INTL INC COM 718172109 7286 71990 SH SOLE 0 0 0 71990 ABBOTT LABS COM 002824100 6199 56460 SH SOLE 0 0 0 56460 ABBVIE INC COM 00287Y109 9306 57585 SH SOLE 0 0 0 57585 ILLINOIS TOOL WKS INC COM 452308109 8722 39590 SH SOLE 0 0 0 39590 MEDTRONIC PLC SHS G5960L103 5549 71396 SH SOLE 0 0 0 71396 PEPSICO INC COM 713448108 12406 68670 SH SOLE 0 0 0 68670 PROCTER AND GAMBLE CO COM 742718109 12177 80345 SH SOLE 0 0 0 80345 BERKSHIRE HATHAWAY INC DEL CL A 084670108 21561 46 SH SOLE 0 0 0 46 EXXON MOBIL CORP COM 30231G102 7236 65600 SH SOLE 0 0 0 65600 MARKEL CORP COM 570535104 1581 1200 SH SOLE 0 0 0 1200 JPMORGAN CHASE & CO COM 46625H100 3889 29000 SH SOLE 0 0 0 29000 AMERICAN EXPRESS CO COM 025816109 5893 39885 SH SOLE 0 0 0 39885 CME GROUP INC COM 12572Q105 7722 45920 SH SOLE 0 0 0 45920 VISA INC COM CL A 92826C839 12800 61610 SH SOLE 0 0 0 61610 OTIS WORLDWIDE CORP COM 68902V107 2443 31200 SH SOLE 0 0 0 31200 CATERPILLAR INC COM 149123101 8193 34200 SH SOLE 0 0 0 34200 UNION PAC CORP COM 907818108 10037 48473 SH SOLE 0 0 0 48473 DEERE & CO COM 244199105 12361 28830 SH SOLE 0 0 0 28830 QUALCOMM INC COM 747525103 5341 48585 SH SOLE 0 0 0 48585 ORACLE CORP COM 68389X105 12156 148710 SH SOLE 0 0 0 148710 VERISK ANALYTICS INC COM 92345Y106 11467 65000 SH SOLE 0 0 0 65000 NEXTERA ENERGY INC COM 65339F101 6899 82520 SH SOLE 0 0 0 82520 VERTEX PHARMACEUTICALS INC COM 92532F100 12504 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 5423 38491 SH SOLE 0 0 0 38491 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 86 7698 SH SOLE 0 0 0 7698 SHELL PLC SPON ADS 780259305 6478 113750 SH SOLE 0 0 0 113750 WARNER BROS DISCOVERY INC COM SER A 934423104 1061 111790 SH SOLE 0 0 0 111790 WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 828 34217 SH SOLE 0 0 0 34217 BROOKFIELD REINS LTD CL A EXCH LT VTG G16250105 12 386 SH SOLE 0 0 0 386 BROOKFIELD CORP CL A LTD VT SH 11271J107 1764 56131 SH SOLE 0 0 0 56131 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 807 28160 SH SOLE 0 0 0 28159 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1073 3474 SH SOLE 0 0 0 3474 ISHARES TR CORE S&P500 ETF 464287200 269 700 SH SOLE 0 0 0 700