Shelter Mutual Insurance’s Otis Worldwide OTIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.23M	Hold	31,200	–	–	0.47%	47
2026 Q1	$2.4M	Hold	31,200	–	–	0.53%	46
2025 Q4	$2.73M	Hold	31,200	–	–	0.61%	45
2025 Q3	$2.85M	Hold	31,200	–	–	0.64%	44
2025 Q2	$3.09M	Hold	31,200	–	–	0.72%	43
2025 Q1	$3.22M	Hold	31,200	–	–	0.78%	43
2024 Q4	$2.89M	Hold	31,200	–	–	0.72%	44
2024 Q3	$3.15M	Hold	31,200	–	–	0.75%	42
2024 Q2	$3M	Hold	31,200	–	–	0.78%	40
2024 Q1	$3.1M	Hold	31,200	–	–	0.8%	40
2023 Q4	$2.79M	Hold	31,200	–	–	0.77%	41
2023 Q3	$2.51M	Hold	31,200	–	–	0.7%	44
2023 Q2	$2.78M	Hold	31,200	–	–	0.67%	46
2023 Q1	$2.63M	Hold	31,200	–	–	0.73%	40
2022 Q4	$2.44M	Hold	31,200	–	–	0.7%	40
2022 Q3	$1.99M	Hold	31,200	–	–	0.64%	41
2022 Q2	$2.21M	Hold	31,200	–	–	0.67%	41
2022 Q1	$2.4M	Hold	31,200	–	–	0.63%	43
2021 Q4	$2.72M	Hold	31,200	–	–	0.7%	40
2021 Q3	$2.57M	Hold	31,200	–	–	0.72%	42
2021 Q2	$2.55M	Hold	31,200	–	–	0.71%	41
2021 Q1	$2.14M	Hold	31,200	–	–	0.6%	47
2020 Q4	$2.11M	Hold	31,200	–	–	0.66%	42
2020 Q3	$1.95M	Hold	31,200	–	–	0.67%	40
2020 Q2	$1.77M	Buy	+31,200	New	+$1.62M	0.66%	42

Other funds holding OTIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Shelter Mutual Insurance held its Otis Worldwide (OTIS) position steady in Q2 2026 at 31,200 shares worth $2.23M. The position accounts for 0.47% of the portfolio, ranked #47.

Shelter Mutual Insurance first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.22M in Q1 2025. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Shelter Mutual Insurance held 31,200 shares of Otis Worldwide worth $2.23M as of Q2 2026.
Shelter Mutual Insurance left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.47% of Shelter Mutual Insurance's portfolio in Q2 2026, its #47 holding.
Shelter Mutual Insurance first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Shelter Mutual Insurance's Otis Worldwide position peaked at $3.22M in Q1 2025.
1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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