Shelter Ins Retirement Plan as of March 31, 2026
Portfolio Holdings for Shelter Ins Retirement Plan
Shelter Ins Retirement Plan holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 58.2 | $52M | 80k | 653.21 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 22.6 | $20M | 224k | 90.53 | |
| Ishares Inc core msci emkt (IEMG) | 11.6 | $10M | 149k | 69.75 | |
| Booking Holdings (BKNG) | 2.8 | $2.5M | 600.00 | 4210.32 | |
| Otis Worldwide Corp (OTIS) | 1.4 | $1.2M | 16k | 77.08 | |
| Markel Corporation (MKL) | 1.3 | $1.1M | 600.00 | 1914.07 | |
| Hasbro (HAS) | 1.3 | $1.1M | 12k | 93.60 | |
| Constellation Brands (STZ) | 0.9 | $795k | 5.3k | 150.00 |
