Shelter Ins Retirement Plan as of March 31, 2025
Portfolio Holdings for Shelter Ins Retirement Plan
Shelter Ins Retirement Plan holds 8 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 58.2 | $45M | 80k | 561.90 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 22.0 | $17M | 224k | 75.65 | |
| Ishares Inc core msci emkt (IEMG) | 10.4 | $8.0M | 149k | 53.97 | |
| Booking Holdings (BKNG) | 3.6 | $2.8M | 600.00 | 4606.91 | |
| Otis Worldwide Corp (OTIS) | 2.1 | $1.7M | 16k | 103.20 | |
| Markel Corporation (MKL) | 1.5 | $1.1M | 600.00 | 1869.61 | |
| Constellation Brands (STZ) | 1.3 | $973k | 5.3k | 183.52 | |
| Hasbro (HAS) | 1.0 | $750k | 12k | 61.49 |
