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 96.57% of Shelter Ins Retirement Plan's stock portfolio.
  • Shelter Ins Retirement Plan has $90M in assets under management (AUM), dropping by -2.93%.
  • 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 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 58.2 $52M 80k 653.21
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 22.6 $20M 224k 90.53
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Ishares Inc core msci emkt (IEMG) 11.6 $10M 149k 69.75
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Booking Holdings (BKNG) 2.8 $2.5M 600.00 4210.32
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Otis Worldwide Corp (OTIS) 1.4 $1.2M 16k 77.08
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Markel Corporation (MKL) 1.3 $1.1M 600.00 1914.07
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Hasbro (HAS) 1.3 $1.1M 12k 93.60
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Constellation Brands (STZ) 0.9 $795k 5.3k 150.00
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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