Shelter Mutual Insurance Co: IVV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shelter Mutual Insurance Co on IVV, newest first. How the timeline and the estimate are built.
Shelter Mutual Insurance Co held 122,325 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 122,325 sharesChange vs previous 13F +9,770 shares
15.97% of the 13F portfolio, value $91,607,969.
13F-HR 0001455290-26-000007 filed by Shelter Ins Retirement Plan
Filed (acceptance time not in the bulk data set), ingested- Shelter Mutual Insurance Co: 42,264 shares
- Shelter Ins Retirement Plan: 80,061 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 112,555 sharesChange vs previous 13F +598 shares
13.63% of the 13F portfolio, value $73,522,052.
13F-HR 0001455290-26-000005 filed by Shelter Ins Retirement Plan
Filed (acceptance time not in the bulk data set), ingested- Shelter Mutual Insurance Co: 32,494 shares
- Shelter Ins Retirement Plan: 80,061 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 111,957 sharesChange vs previous 13F +20,826 shares
14.18% of the 13F portfolio, value $76,683,827.
13F-HR 0001455290-26-000003 filed by Shelter Ins Retirement Plan
Filed (acceptance time not in the bulk data set), ingested- Shelter Mutual Insurance Co: 31,896 shares
- Shelter Ins Retirement Plan: 80,061 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 91,131 sharesChange vs previous 13F -1,110 shares
11.37% of the 13F portfolio, value $60,993,978.
13F-HR 0001455290-25-000005 filed by Shelter Ins Retirement Plan
Filed (acceptance time not in the bulk data set), ingested- Shelter Mutual Insurance Co: 11,070 shares
- Shelter Ins Retirement Plan: 80,061 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 92,241 sharesChange vs previous 13F -280 shares
11.08% of the 13F portfolio, value $57,272,437.
13F-HR 0001455288-25-000014 filed by Shelter Ins Retirement Plan
Filed (acceptance time not in the bulk data set), ingested- Shelter Mutual Insurance Co: 12,180 shares
- Shelter Ins Retirement Plan: 80,061 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 92,521 sharesChange vs previous 13F 0 shares
10.57% of the 13F portfolio, value $51,987,550.
13F-HR 0001455290-25-000004 filed by Shelter Ins Retirement Plan
Filed (acceptance time not in the bulk data set), ingested- Shelter Mutual Insurance Co: 12,460 shares
- Shelter Ins Retirement Plan: 80,061 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 92,521 sharesChange vs previous 13F 0 shares
11.36% of the 13F portfolio, value $54,465,262.
13F-HR 0001455288-25-000005 filed by Shelter Ins Retirement Plan
Filed (acceptance time not in the bulk data set), ingested- Shelter Mutual Insurance Co: 12,460 shares
- Shelter Ins Retirement Plan: 80,061 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 92,521 sharesChange vs previous 13F not available
11.09% of the 13F portfolio, value $55,374,744.
13F-HR 0001455290-24-000011 filed by Shelter Ins Retirement Plan
Filed (acceptance time not in the bulk data set), ingested- Shelter Mutual Insurance Co: 12,460 shares
- Shelter Ins Retirement Plan: 80,061 shares
Acceptance time not in the bulk data set (spec §4.2).