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 96.29% of Shelter Ins Retirement Plan's stock portfolio.
  • Shelter Ins Retirement Plan has $81M in assets under management (AUM), dropping by 7.70%.
  • Central Index Key (CIK): 0001455290

Tip: Access up to 7 years of quarterly data

Positions held by Shelter Mutual Insurance Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Shelter Ins Retirement Plan

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 59.3 $48M 80k 598.51
 View chart
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 20.8 $17M 224k 74.82
 View chart
Ishares Inc core msci emkt (IEMG) 10.5 $8.5M 149k 57.22
 View chart
Booking Holdings (BKNG) 3.7 $3.0M 600.00 4920.87
 View chart
Otis Worldwide Corp (OTIS) 2.0 $1.6M 16k 100.94
 View chart
Constellation Brands (STZ) 1.5 $1.2M 5.3k 233.28
 View chart
Markel Corporation (MKL) 1.2 $982k 600.00 1636.14
 View chart
Hasbro (HAS) 1.0 $783k 12k 64.14
 View chart

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