Shelter Mutual Insurance’s BHP BHP Stock Holding History

Shelter Mutual Insurance’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.89M	Hold	94,680	–	–	1.67%	27
2026 Q1	$6.89M	Hold	94,680	–	–	1.53%	30
2025 Q4	$5.72M	Hold	94,680	–	–	1.27%	33
2025 Q3	$5.28M	Hold	94,680	–	–	1.18%	35
2025 Q2	$4.55M	Hold	94,680	–	–	1.06%	38
2025 Q1	$4.6M	Hold	94,680	–	–	1.11%	37
2024 Q4	$4.62M	Hold	94,680	–	–	1.15%	37
2024 Q3	$5.47M	Hold	94,680	–	–	1.31%	34
2024 Q2	$5.41M	Hold	94,680	–	–	1.41%	34
2024 Q1	$5.46M	Hold	94,680	–	–	1.41%	33
2023 Q4	$6.47M	Hold	94,680	–	–	1.78%	29
2023 Q3	$5.39M	Hold	94,680	–	–	1.5%	30
2023 Q2	$5.65M	Hold	94,680	–	–	1.37%	32
2023 Q1	$6M	Hold	94,680	–	–	1.67%	28
2022 Q4	$5.88M	Hold	94,680	–	–	1.69%	29
2022 Q3	$4.74M	Hold	94,680	–	–	1.53%	31
2022 Q2	$5.32M	Sell	94,680 -11,456	-11%	-$711K	1.61%	32
2022 Q1	$7.32M	Hold	106,136	–	–	1.92%	25
2021 Q4	$5.71M	Hold	106,136	–	–	1.48%	30
2021 Q3	$5.07M	Hold	106,136	–	–	1.43%	33
2021 Q2	$6.9M	Hold	106,136	–	–	1.92%	24
2021 Q1	$6.57M	Hold	106,136	–	–	1.84%	22
2020 Q4	$6.19M	Hold	106,136	–	–	1.94%	22
2020 Q3	$4.89M	Hold	106,136	–	–	1.68%	28
2020 Q2	$4.71M	Sell	106,136 -16,389	-13%	-$641K	1.76%	28
2020 Q1	$4.01M	Hold	122,525	–	–	1.68%	28
2019 Q4	$5.98M	Hold	122,525	–	–	2.03%	21
2019 Q3	$5.4M	Hold	122,525	–	–	1.58%	28
2019 Q2	$6.35M	Sell	122,525 -11,692	-9%	-$565K	1.81%	23
2019 Q1	$6.54M	Hold	134,217	–	–	1.93%	24
2018 Q4	$5.78M	Hold	134,217	–	–	1.85%	24
2018 Q3	$5.97M	Hold	134,217	–	–	1.67%	29
2018 Q2	$5.99M	Sell	134,217 -14,910	-10%	-$645K	1.77%	27
2018 Q1	$5.91M	Hold	149,127	–	–	1.77%	28
2017 Q4	$6.12M	Hold	149,127	–	–	1.82%	27
2017 Q3	$5.39M	Sell	149,127 -14,012	-9%	-$512K	1.68%	30
2017 Q2	$5.18M	Hold	163,139	–	–	1.59%	30
2017 Q1	$5.29M	Hold	163,139	–	–	1.62%	31
2016 Q4	$5.21M	Hold	163,139	–	–	1.6%	31
2016 Q3	$5.04M	Hold	163,139	–	–	1.56%	31
2016 Q2	$4.16M	Hold	163,139	–	–	1.26%	33
2016 Q1	$3.77M	Buy	163,139 +49,884	+44%	+$1.06M	1.16%	38
2015 Q4	$2.6M	Hold	113,255	–	–	0.81%	37
2015 Q3	$3.19M	Hold	113,255	–	–	1.05%	36
2015 Q2	$4.11M	Sell	113,255 -6,229	-5%	-$251K	1.24%	35
2015 Q1	$4.7M	Hold	119,484	–	–	1.47%	34
2014 Q4	$4.78M	Hold	119,484	–	–	1.29%	36
2014 Q3	$5.95M	Hold	119,484	–	–	1.64%	32
2014 Q2	$6.96M	Hold	119,484	–	–	1.9%	28
2014 Q1	$6.85M	Hold	119,484	–	–	1.88%	26
2013 Q4	$6.89M	Hold	119,484	–	–	1.82%	26
2013 Q3	$6.72M	Hold	119,484	–	–	1.92%	24
2013 Q2	$5.83M	Buy	+119,484	New	+$6.62M	1.72%	29

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Shelter Mutual Insurance's BHP Position: Q2 2026 in Review

Shelter Mutual Insurance held its BHP (BHP) position steady in Q2 2026 at 94,680 shares worth $7.89M. The position accounts for 1.67% of the portfolio, ranked #27.

Shelter Mutual Insurance first reported a position in BHP in Q2 2013 and has held it in 53 quarters since. 814 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Shelter Mutual Insurance held 94,680 shares of BHP worth $7.89M as of Q2 2026.
Shelter Mutual Insurance left its BHP share count unchanged in Q2 2026.
BHP made up 1.67% of Shelter Mutual Insurance's portfolio in Q2 2026, its #27 holding.
Shelter Mutual Insurance first reported a position in BHP in Q2 2013 and has held it in 53 quarters since.
814 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.