Shelter Ins Retirement Plan as of June 30, 2025
Portfolio Holdings for Shelter Ins Retirement Plan
Shelter Ins Retirement Plan holds 8 positions in its portfolio as reported in the June 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 | $50M | 80k | 620.90 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 21.9 | $19M | 224k | 83.48 | |
| Ishares Inc core msci emkt (IEMG) | 10.5 | $8.9M | 149k | 60.03 | |
| Booking Holdings (BKNG) | 4.1 | $3.5M | 600.00 | 5789.24 | |
| Otis Worldwide Corp (OTIS) | 1.9 | $1.6M | 16k | 99.02 | |
| Markel Corporation (MKL) | 1.4 | $1.2M | 600.00 | 1997.36 | |
| Hasbro (HAS) | 1.1 | $901k | 12k | 73.82 | |
| Constellation Brands (STZ) | 1.0 | $862k | 5.3k | 162.68 |
