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 96.92% of Shelter Ins Retirement Plan's stock portfolio.
  • Shelter Ins Retirement Plan has $91M in assets under management (AUM), dropping by 5.95%.
  • 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 September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 59.2 $54M 80k 669.30
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 21.6 $20M 224k 87.31
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Ishares Inc core msci emkt (IEMG) 10.8 $9.8M 149k 65.92
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Booking Holdings (BKNG) 3.6 $3.2M 600.00 5399.27
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Otis Worldwide Corp (OTIS) 1.6 $1.5M 16k 91.43
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Markel Corporation (MKL) 1.3 $1.1M 600.00 1911.36
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Hasbro (HAS) 1.0 $925k 12k 75.85
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Constellation Brands (STZ) 0.8 $714k 5.3k 134.67
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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