Shelter Mutual Insurance Company

Latest statistics and disclosures from Shelter Ins Retirement Plan's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, IEFA, IEMG, BKNG, OTIS, and represent 95.84% of Shelter Ins Retirement Plan's stock portfolio.
  • Reduced shares in these 3 stocks: IVV (-$25M), IEFA (-$9.3M), IEMG.
  • Shelter Ins Retirement Plan was a net seller of stock by $-38M.
  • Shelter Ins Retirement Plan has $73M in assets under management (AUM), dropping by -28.76%.
  • Central Index Key (CIK): 0001455290

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Portfolio Holdings for Shelter Ins Retirement Plan

Shelter Ins Retirement Plan holds 8 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 57.5 $42M -37% 80k 525.73
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Ishares Tr Core Msci Eafe (IEFA) 22.7 $17M -35% 224k 74.22
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Ishares Core Msci Emkt (IEMG) 10.5 $7.7M -31% 149k 51.60
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Booking Holdings (BKNG) 3.0 $2.2M 600.00 3627.88
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Otis Worldwide Corp (OTIS) 2.2 $1.6M 16k 99.27
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Constellation Brands Cl A (STZ) 2.0 $1.4M 5.3k 271.76
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Markel Corporation (MKL) 1.2 $913k 600.00 1521.48
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Hasbro (HAS) 0.9 $690k 12k 56.52
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Past Filings by Shelter Ins Retirement Plan

SEC 13F filings are viewable for Shelter Ins Retirement Plan going back to 2011

View all past filings