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 96.30% of Shelter Ins Retirement Plan's stock portfolio.
  • Shelter Ins Retirement Plan has $78M in assets under management (AUM), dropping by -3.42%.
  • 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 December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 60.4 $47M 80k 588.68
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 20.2 $16M 224k 70.28
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Ishares Inc core msci emkt (IEMG) 10.0 $7.8M 149k 52.22
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Booking Holdings (BKNG) 3.8 $3.0M 600.00 4968.42
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Otis Worldwide Corp (OTIS) 1.9 $1.5M 16k 92.61
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Constellation Brands (STZ) 1.5 $1.2M 5.3k 221.00
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Markel Corporation (MKL) 1.3 $1.0M 600.00 1726.23
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Hasbro (HAS) 0.9 $682k 12k 55.91
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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