Shelter Ins Retirement Plan as of March 31, 2023
Portfolio Holdings for Shelter Ins Retirement Plan
Shelter Ins Retirement Plan holds 8 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 58.3 | $65M | 158k | 411.08 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 24.7 | $27M | 410k | 66.85 | |
| Ishares Inc core msci emkt (IEMG) | 12.0 | $13M | 273k | 48.79 | |
| Booking Holdings (BKNG) | 1.4 | $1.6M | 600.00 | 2651.67 | |
| Otis Worldwide Corp (OTIS) | 1.2 | $1.4M | 16k | 84.38 | |
| Constellation Brands Cl A (STZ) | 1.1 | $1.2M | 5.3k | 225.85 | |
| Markel Corporation (MKL) | 0.7 | $766k | 600.00 | 1276.67 | |
| Hasbro (HAS) | 0.6 | $655k | 12k | 53.69 |
