Shelter Mutual Insurance’s Shell SHEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.82M	Hold	113,750	–	–	1.87%	25
2026 Q1	$10.6M	Hold	113,750	–	–	2.35%	18
2025 Q4	$8.36M	Hold	113,750	–	–	1.86%	26
2025 Q3	$8.14M	Hold	113,750	–	–	1.82%	26
2025 Q2	$8.01M	Hold	113,750	–	–	1.86%	26
2025 Q1	$8.34M	Hold	113,750	–	–	2.01%	24
2024 Q4	$7.13M	Hold	113,750	–	–	1.78%	27
2024 Q3	$7.8M	Hold	113,750	–	–	1.86%	27
2024 Q2	$8.21M	Hold	113,750	–	–	2.14%	23
2024 Q1	$7.63M	Hold	113,750	–	–	1.96%	26
2023 Q4	$7.48M	Hold	113,750	–	–	2.06%	23
2023 Q3	$7.32M	Hold	113,750	–	–	2.04%	24
2023 Q2	$6.87M	Hold	113,750	–	–	1.67%	26
2023 Q1	$6.54M	Hold	113,750	–	–	1.82%	25
2022 Q4	$6.48M	Hold	113,750	–	–	1.86%	25
2022 Q3	$5.66M	Hold	113,750	–	–	1.83%	26
2022 Q2	$5.95M	Hold	113,750	–	–	1.8%	28
2022 Q1	$6.25M	Buy	+113,750	New	+$6.04M	1.64%	30

Other funds holding SHEL

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

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

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

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Shelter Mutual Insurance held its Shell (SHEL) position steady in Q2 2026 at 113,750 shares worth $8.82M. The position accounts for 1.87% of the portfolio, ranked #25.

Shelter Mutual Insurance first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.6M in Q1 2026. 1,522 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Shelter Mutual Insurance held 113,750 shares of Shell worth $8.82M as of Q2 2026.
Shelter Mutual Insurance left its Shell share count unchanged in Q2 2026.
Shell made up 1.87% of Shelter Mutual Insurance's portfolio in Q2 2026, its #25 holding.
Shelter Mutual Insurance first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Shelter Mutual Insurance's Shell position peaked at $10.6M in Q1 2026.
1,522 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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