0001455288-24-000003.txt : 20240131 0001455288-24-000003.hdr.sgml : 20240131 20240131153611 ACCESSION NUMBER: 0001455288-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shelter Mutual Insurance Co CENTRAL INDEX KEY: 0001455288 ORGANIZATION NAME: 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: 24582613 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 true false 0001455288 XXXXXXXX 12-31-2023 12-31-2023 Shelter Mutual Insurance Co

1817 W BROADWAY COLUMBIA MO 65218

13F HOLDINGS REPORT 028-13418 N David Phillips 5732144149 David Phillips Columbia MO 01-31-2024 0 58 362527798 false INFORMATION TABLE 2 MutualStockReport_4Q23.xml ISHARES TR CORE US AGGBD ET 464287226 5722755 57660 SH SOLE 0 0 0 57660 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 5344030 198589 SH SOLE 0 0 0 198589 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5632680 76583 SH SOLE 0 0 0 76583 ISHARES TR IBOXX INV CP ETF 464287242 10534389 95196 SH SOLE 0 0 0 95196 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 910026 11762 SH SOLE 0 0 0 11762 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 887334 10917 SH SOLE 0 0 0 10917 ISHARES TR A RATE CP BD ETF 46429B291 482000 10000 SH SOLE 0 0 0 10000 VANGUARD BD INDEX FDS INTERMED TERM 921937819 832542 10900 SH SOLE 0 0 0 10900 ISHARES TR ISHS 5-10YR INVT 464288638 5056344 97200 SH SOLE 0 0 0 97200 SPDR SER TR PORTFOLIO AGRGTE 78464A649 843556 32900 SH SOLE 0 0 0 32900 J P MORGAN EXCHANGE TRADED F BETABUILDERS US 46641Q241 483912 10400 SH SOLE 0 0 0 10400 ISHARES TR MBS ETF 464288588 10962202 116520 SH SOLE 0 0 0 116520 ISHARES TR USD INV GRDE ETF 464288620 14909815 290980 SH SOLE 0 0 0 290980 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2834040 38000 SH SOLE 0 0 0 38000 ISHARES TR US TREAS BD ETF 46429B267 1105920 48000 SH SOLE 0 0 0 48000 ISHARES TR 10-20 YR TRS ETF 464288653 636569 5880 SH SOLE 0 0 0 5880 VANGUARD STAR FDS VG TL INTL STK F 921909768 18247141 314823 SH SOLE 0 0 0 314823 ISHARES TR CORE MSCI EAFE 46432F842 11296451 160575 SH SOLE 0 0 0 160575 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10402097 43850 SH SOLE 0 0 0 43850 ISHARES INC CORE MSCI EMKT 46434G103 3900426 77114 SH SOLE 0 0 0 77114 ILLINOIS TOOL WKS INC COM 452308109 9387930 35840 SH SOLE 0 0 0 35840 PEPSICO INC COM 713448108 8665237 51020 SH SOLE 0 0 0 51020 VERISK ANALYTICS INC COM 92345Y106 9482742 39700 SH SOLE 0 0 0 39700 DEERE & CO COM 244199105 8123359 20315 SH SOLE 0 0 0 20315 GILEAD SCIENCES INC COM 375558103 2601231 32110 SH SOLE 0 0 0 32110 WALMART INC COM 931142103 8705748 55222 SH SOLE 0 0 0 55222 UNION PAC CORP COM 907818108 8725159 35523 SH SOLE 0 0 0 35523 QUALCOMM INC COM 747525103 7388424 51085 SH SOLE 0 0 0 51085 LOWES COS INC COM 548661107 9151256 41120 SH SOLE 0 0 0 41120 ORACLE CORP COM 68389X105 8720115 82710 SH SOLE 0 0 0 82710 VISA INC COM CL A 92826C839 10572814 40610 SH SOLE 0 0 0 40610 AMERICAN EXPRESS CO COM 025816109 7472056 39885 SH SOLE 0 0 0 39885 HASBRO INC COM 418056107 1210122 23700 SH SOLE 0 0 0 23700 CATERPILLAR INC COM 149123101 9100723 30780 SH SOLE 0 0 0 30780 BERKSHIRE HATHAWAY INC DEL CL A 084670108 18449251 34 SH SOLE 0 0 0 34 EXXON MOBIL CORP COM 30231G102 6514697 65160 SH SOLE 0 0 0 65160 BHP GROUP LTD SPONSORED ADS 088606108 6467591 94680 SH SOLE 0 0 0 94680 BRISTOL-MYERS SQUIBB CO COM 110122108 2760478 53800 SH SOLE 0 0 0 53800 BOOKING HOLDINGS INC COM 09857L108 3901942 1100 SH SOLE 0 0 0 1100 TARGET CORP COM 87612E106 6777768 47590 SH SOLE 0 0 0 47590 ABBVIE INC COM 00287Y109 8923947 57585 SH SOLE 0 0 0 57585 NEXTERA ENERGY INC COM 65339F101 5012265 82520 SH SOLE 0 0 0 82520 CME GROUP INC COM 12572Q105 9670752 45920 SH SOLE 0 0 0 45920 MARKEL GROUP INC COM 570535104 1703880 1200 SH SOLE 0 0 0 1200 PROCTER AND GAMBLE CO COM 742718109 8747705 59695 SH SOLE 0 0 0 59695 OTIS WORLDWIDE CORP COM 68902V107 2791464 31200 SH SOLE 0 0 0 31200 PFIZER INC COM 717081103 4198158 145820 SH SOLE 0 0 0 145820 JPMORGAN CHASE & CO COM 46625H100 4932900 29000 SH SOLE 0 0 0 29000 CONSTELLATION BRANDS INC CL A 21036P108 2490025 10300 SH SOLE 0 0 0 10300 VERTEX PHARMACEUTICALS INC COM 92532F100 11230164 27600 SH SOLE 0 0 0 27600 INTERNATIONAL BUSINESS MACHS COM 459200101 6295203 38491 SH SOLE 0 0 0 38491 SHELL PLC SPON ADS 780259305 7484750 113750 SH SOLE 0 0 0 113750 BROOKFIELD CORP CL A LTD VT SH 11271J107 2251976 56131 SH SOLE 0 0 0 56131 LINDE PLC SHS G54950103 10859172 26440 SH SOLE 0 0 0 26440 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1239037 3474 SH SOLE 0 0 0 3474 ISHARES TR CORE S&P500 ETF 464287200 6565024 13745 SH SOLE 0 0 0 13745 ISHARES TR CORE MSCI TOTAL 46432F834 2608084 40180 SH SOLE 0 0 0 40180 ISHARES TR CORE S&P SCP ETF 464287804 320420 2960 SH SOLE 0 0 0 2960