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Shelter Ins Retirement Plan Top Holdings and 13F Report (2023)

About Shelter Ins Retirement Plan

Investment Activity

Shelter Ins Retirement Plan has $75.01 million in total holdings as of June 30, 2023.
Shelter Ins Retirement Plan owns shares of 8 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
This quarter, Shelter Ins Retirement Plan has purchased 8 new stocks and bought additional shares in 0 stocks.
Shelter Ins Retirement Plan sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $43,811,781
iShares Core MSCI EAFE ETF: $16,290,392
iShares Core MSCI Emerging Markets ETF: $7,970,724
Booking: $2,376,900
Otis Worldwide: $1,540,160

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$43,811,781		0.0%	80,061	58.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$16,290,392		0.0%	224,262	21.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$7,970,724		0.0%	148,902	10.6%	ETF
BKNG Booking	$2,376,900		0.0%	600	3.2%	Retail/Wholesale
OTIS Otis Worldwide	$1,540,160		0.0%	16,000	2.1%	Construction
STZ Constellation Brands	$1,363,584		0.0%	5,300	1.8%	Consumer Staples
MKL Markel Group	$945,396		0.0%	600	1.3%	Multi-Sector Conglomerates
HAS Hasbro	$713,700		0.0%	12,200	1.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

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