Shelter Ins Retirement Plan as of Dec. 31, 2024
Portfolio Holdings for Shelter Ins Retirement Plan
Shelter Ins Retirement Plan holds 8 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 60.4 | $47M | 80k | 588.68 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 20.2 | $16M | 224k | 70.28 | |
| Ishares Inc core msci emkt (IEMG) | 10.0 | $7.8M | 149k | 52.22 | |
| Booking Holdings (BKNG) | 3.8 | $3.0M | 600.00 | 4968.42 | |
| Otis Worldwide Corp (OTIS) | 1.9 | $1.5M | 16k | 92.61 | |
| Constellation Brands (STZ) | 1.5 | $1.2M | 5.3k | 221.00 | |
| Markel Corporation (MKL) | 1.3 | $1.0M | 600.00 | 1726.23 | |
| Hasbro (HAS) | 0.9 | $682k | 12k | 55.91 |
