Shelter Ins Retirement Plan as of Dec. 31, 2025
Portfolio Holdings for Shelter Ins Retirement Plan
Shelter Ins Retirement Plan holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 59.3 | $55M | 80k | 684.94 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 21.7 | $20M | 224k | 89.46 | |
| Ishares Inc core msci emkt (IEMG) | 10.8 | $10M | 149k | 67.22 | |
| Booking Holdings (BKNG) | 3.5 | $3.2M | 600.00 | 5355.33 | |
| Otis Worldwide Corp (OTIS) | 1.5 | $1.4M | 16k | 87.35 | |
| Markel Corporation (MKL) | 1.4 | $1.3M | 600.00 | 2149.65 | |
| Hasbro (HAS) | 1.1 | $1.0M | 12k | 82.00 | |
| Constellation Brands (STZ) | 0.8 | $731k | 5.3k | 137.96 |
