Shelter Mutual Insurance Company

Shelter Ins Retirement Plan as of March 31, 2024

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 80k 525.73
Ishares Tr Core Msci Eafe (IEFA) 22.7 $17M 224k 74.22
Ishares Core Msci Emkt (IEMG) 10.5 $7.7M 149k 51.60
Booking Holdings (BKNG) 3.0 $2.2M 600.00 3627.88
Otis Worldwide Corp (OTIS) 2.2 $1.6M 16k 99.27
Constellation Brands Cl A (STZ) 2.0 $1.4M 5.3k 271.76
Markel Corporation (MKL) 1.2 $913k 600.00 1521.48
Hasbro (HAS) 0.9 $690k 12k 56.52