Shelter Mutual Insurance’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.9M	Hold	40,610	–	–	2.95%	8
2026 Q1	$12.3M	Hold	40,610	–	–	2.73%	13
2025 Q4	$14.2M	Hold	40,610	–	–	3.18%	7
2025 Q3	$13.9M	Hold	40,610	–	–	3.11%	9
2025 Q2	$14.4M	Hold	40,610	–	–	3.34%	6
2025 Q1	$14.2M	Hold	40,610	–	–	3.43%	5
2024 Q4	$12.8M	Hold	40,610	–	–	3.2%	6
2024 Q3	$12.4M	Hold	40,610	–	–	2.97%	9
2024 Q2	$10.7M	Hold	40,610	–	–	2.77%	12
2024 Q1	$11.3M	Hold	40,610	–	–	2.92%	8
2023 Q4	$10.6M	Hold	40,610	–	–	2.92%	8
2023 Q3	$9.34M	Sell	40,610 -8,700	-18%	-$2.09M	2.61%	14
2023 Q2	$11.7M	Sell	49,310 -12,300	-20%	-$2.82M	2.85%	7
2023 Q1	$13.9M	Hold	61,610	–	–	3.87%	3
2022 Q4	$12.8M	Hold	61,610	–	–	3.67%	3
2022 Q3	$10.9M	Hold	61,610	–	–	3.54%	7
2022 Q2	$12.1M	Hold	61,610	–	–	3.67%	4
2022 Q1	$13.7M	Hold	61,610	–	–	3.58%	4
2021 Q4	$13.4M	Hold	61,610	–	–	3.46%	6
2021 Q3	$13.7M	Hold	61,610	–	–	3.87%	3
2021 Q2	$14.4M	Sell	61,610 -29,000	-32%	-$6.63M	4.02%	3
2021 Q1	$19.2M	Hold	90,610	–	–	5.39%	2
2020 Q4	$19.8M	Hold	90,610	–	–	6.22%	2
2020 Q3	$18.1M	Hold	90,610	–	–	6.21%	2
2020 Q2	$17.5M	Sell	90,610 -8,570	-9%	-$1.57M	6.53%	2
2020 Q1	$16M	Hold	99,180	–	–	6.69%	1
2019 Q4	$18.6M	Sell	99,180 -12,140	-11%	-$2.19M	6.33%	1
2019 Q3	$19.1M	Hold	111,320	–	–	5.59%	3
2019 Q2	$19.3M	Sell	111,320 -10,720	-9%	-$1.76M	5.52%	2
2019 Q1	$19.1M	Hold	122,040	–	–	5.62%	2
2018 Q4	$16.1M	Sell	122,040 -15,000	-11%	-$2.07M	5.15%	3
2018 Q3	$20.6M	Hold	137,040	–	–	5.75%	2
2018 Q2	$18.2M	Sell	137,040 -15,200	-10%	-$1.96M	5.38%	2
2018 Q1	$18.2M	Hold	152,240	–	–	5.44%	2
2017 Q4	$17.4M	Sell	152,240 -2,600	-2%	-$287K	5.18%	2
2017 Q3	$16.3M	Sell	154,840 -14,500	-9%	-$1.47M	5.08%	2
2017 Q2	$15.9M	Hold	169,340	–	–	4.87%	2
2017 Q1	$15M	Hold	169,340	–	–	4.61%	2
2016 Q4	$13.2M	Hold	169,340	–	–	4.07%	2
2016 Q3	$14M	Hold	169,340	–	–	4.34%	2
2016 Q2	$12.6M	Hold	169,340	–	–	3.81%	4
2016 Q1	$13M	Sell	169,340 -54,700	-24%	-$3.97M	3.98%	2
2015 Q4	$17.4M	Hold	224,040	–	–	5.41%	3
2015 Q3	$15.6M	Hold	224,040	–	–	5.11%	3
2015 Q2	$15M	Hold	224,040	–	–	4.53%	3
2015 Q1	$14.7M	Hold	224,040	–	–	4.59%	3
2014 Q4	$14.7M	Hold	224,040	–	–	3.95%	4
2014 Q3	$12M	Hold	224,040	–	–	3.29%	8
2014 Q2	$11.7M	Buy	224,040 +17,640	+9%	+$922K	3.2%	8
2014 Q1	$11.1M	Sell	206,400 -17,640	-8%	-$980K	3.06%	10
2013 Q4	$12.5M	Hold	224,040	–	–	3.3%	6
2013 Q3	$10.7M	Hold	224,040	–	–	3.06%	8
2013 Q2	$10.2M	Buy	+224,040	New	+$9.8M	3.02%	8

Other funds holding V

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Shelter Mutual Insurance held its Visa (V) position steady in Q2 2026 at 40,610 shares worth $13.9M. The position accounts for 2.95% of the portfolio, ranked #8.

Shelter Mutual Insurance first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.6M in Q3 2018. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Shelter Mutual Insurance held 40,610 shares of Visa worth $13.9M as of Q2 2026.
Shelter Mutual Insurance left its Visa share count unchanged in Q2 2026.
Visa made up 2.95% of Shelter Mutual Insurance's portfolio in Q2 2026, its #8 holding.
Shelter Mutual Insurance first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
Shelter Mutual Insurance's Visa position peaked at $20.6M in Q3 2018.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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