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 98.36% of Shelter Ins Retirement Plan's stock portfolio.
  • Added to shares of these 3 stocks: IEMG, IVV, IEFA.
  • Shelter Ins Retirement Plan was a net buyer of stock by $5.7M.
  • Shelter Ins Retirement Plan has $178M in assets under management (AUM), dropping by 2.14%.
  • Central Index Key (CIK): 0001455290

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Portfolio Holdings for Shelter Ins Retirement Plan

Companies in the Shelter Ins Retirement Plan portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 57.1 $102M 236k 430.82
Ishares Tr Core Msci Eafe (IEFA) 25.6 $46M 613k 74.23
Ishares Core Msci Emkt (IEMG) 14.2 $25M +24% 408k 61.76
Booking Holdings (BKNG) 0.8 $1.4M 600.00 2373.33
Otis Worldwide Corp (OTIS) 0.7 $1.3M 16k 82.25
Constellation Brands Cl A (STZ) 0.6 $1.1M 5.3k 210.75
Hasbro (HAS) 0.6 $1.1M 12k 89.18
Markel Corporation (MKL) 0.4 $717k 600.00 1195.00

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