Shelter Ins Retirement Plan as of June 30, 2026
Portfolio Holdings for Shelter Ins Retirement Plan
Shelter Ins Retirement Plan holds 8 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 59.5 | $60M | 80k | 748.89 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 21.5 | $22M | 224k | 96.58 | |
| Ishares Inc core msci emkt (IEMG) | 12.3 | $12M | 149k | 82.84 | |
| Booking Holdings (BKNG) | 2.7 | $2.7M | 15k | 178.24 | |
| Markel Corporation (MKL) | 1.2 | $1.2M | 600.00 | 1953.01 | |
| Otis Worldwide Corp (OTIS) | 1.1 | $1.1M | 16k | 71.60 | |
| Hasbro (HAS) | 1.0 | $1.0M | 12k | 82.59 | |
| Constellation Brands (STZ) | 0.7 | $737k | 5.3k | 139.09 |
