Shelter Ins Retirement Plan as of Dec. 31, 2023
Portfolio Holdings for Shelter Ins Retirement Plan
Shelter Ins Retirement Plan holds 8 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 59.3 | $61M | 128k | 477.63 | |
| Ishares Tr Core Msci Eafe (IEFA) | 23.9 | $25M | 349k | 70.35 | |
| Ishares Core Msci Emkt (IEMG) | 10.6 | $11M | 216k | 50.58 | |
| Booking Holdings (BKNG) | 2.1 | $2.1M | 600.00 | 3547.22 | |
| Otis Worldwide Corp (OTIS) | 1.4 | $1.4M | 16k | 89.47 | |
| Constellation Brands Cl A (STZ) | 1.2 | $1.3M | 5.3k | 241.75 | |
| Markel Corporation (MKL) | 0.8 | $852k | 600.00 | 1419.90 | |
| Hasbro (HAS) | 0.6 | $623k | 12k | 51.06 |
