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, MKL, and represent 97.13% of Shelter Ins Retirement Plan's stock portfolio.
  • Added to shares of these 1 stock: BKNG.
  • Shelter Ins Retirement Plan was a net buyer of stock by $2.6M.
  • Shelter Ins Retirement Plan has $101M in assets under management (AUM), dropping by 12.09%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 59.5 $60M 80k 748.89
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 21.5 $22M 224k 96.58
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Ishares Inc core msci emkt (IEMG) 12.3 $12M 149k 82.84
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Booking Holdings (BKNG) 2.7 $2.7M +2400% 15k 178.24
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Markel Corporation (MKL) 1.2 $1.2M 600.00 1953.01
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Otis Worldwide Corp (OTIS) 1.1 $1.1M 16k 71.60
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Hasbro (HAS) 1.0 $1.0M 12k 82.59
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Constellation Brands (STZ) 0.7 $737k 5.3k 139.09
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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