Shelter Ins Retirement Plan
8 holdingsFiling period: 2026-03-31Current AUM: $100.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 80.1K | $52.3M | $60.1M | 59.67% | -- | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 224.3K | $20.3M | $22.0M | 21.89% | -- | 2026-03-31 |
| 3 | IEMG | ISHARES INC | 148.9K | $10.4M | $11.6M | 11.48% | -- | 2026-03-31 |
| 4 | BKNG | BOOKING HOLDINGS INC | 600 | $2.5M | $2.9M | 2.87% | -- | 2026-03-31 |
| 5 | OTIS | OTIS WORLDWIDE CORP | 16.0K | $1.2M | $1.2M | 1.14% | -- | 2026-03-31 |
| 6 | MKL | MARKEL GROUP INC | 600 | $1.1M | $1.1M | 1.12% | -- | 2026-03-31 |
| 7 | HAS | HASBRO INC | 12.2K | $1.1M | $1.1M | 1.14% | -- | 2026-03-31 |
| 8 | STZ | CONSTELLATION BRANDS INC | 5.3K | $795K | $690K | 0.69% | -- | 2026-03-31 |
← Scroll →