B
Shelter Mutual Ins Co
Rating Date
June 2025
NAIC
Classification
Risk Adjusted
Capital Ratio #1
Risk Adjusted
Capital Ratio #2
Loss
Ratio
Total
Assets
Capital
Net
Premiums
Net
Income
Loading...
Major Rating Factors: Fair profitability index (3.4 on a scale of 0 to 10) with operating losses during 2021, 2022, 2023 and 2024. Average return on equity over the last five years has been poor at -3.2%. Good liquidity (6.9) with sufficient resources (cash flows and marketable investments) to handle a spike in claims. Strong long-term capitalization index (7.6) based on excellent current risk adjusted capital (severe and moderate loss scenarios), despite some fluctuation in capital levels.
Other Rating Factors: History of adequate reserve strength (7.0) as reserves have been consistently at an acceptable level. Excellent overall results on stability tests (8.0). Stability strengths include good operational trends and excellent risk diversification.
Stability Factors: T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Personal/comm auto (54.6%), homeowners (25.2%), fire (3.1%), comm multi (2.1%), farmowners (1.9%), other (13.1%)
Licensed in: AR, CO, IA, IL, IN, KS, KY, LA, MD, MO, MS, NE, NV, OH, OK, TN, TX, VT
Principal Investments: Common stock (35.9%), investment grade bonds (35.3%), real estate (1.2%), non investment grade bonds (0.7%), preferred stock (0.1%), other (26.8%)
Ratios
Premium to Surplus
Reserve to Surplus
1-Year Reserve Development
2-Year Reserve Development
Expense Ratio
Combined Ratio
Cash From Underwriting
Net Premium Growth
Investments in Affiliates
Corporate Info
Group Affiliation
Shelter Mutual Ins Co
Investment Rating
--
Company Address
1817 West Broadway
Columbia, MO 65218
Phone Number
(573) 445-8441
NAIC Number
23388
Largest Affiliates
B
COLUMBIA, MO - L&A
B
Columbia, MO - P&C
B
Columbia, MO - P&C
B
Columbia, TN - P&C
B
Columbia, MO - P&C