StockDriftsStockDriftsTop 8 Shelter Ins Retirement Plan Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 59.55% | 80.1K | $60.0M | +0.00%(+0) | $413.17(+88.52%) | 2026-06-30 | |
| IEFA | ISHARES TR | 21.51% | 224.3K | $21.7M | +0.00%(+0) | $73.64(+37.60%) | 2026-06-30 | |
| IEMG | ISHARES INC | 12.25% | 148.9K | $12.3M | +0.00%(+0) | $65.30(+26.53%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 2.66% | 15.0K | $2.7M | +0.00%(+0) | $58.01(+265.55%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 1.16% | 600 | $1.2M | +0.00%(+0) | $1035.53(+77.17%) | 2026-06-30 | |
| OTIS | OTIS WORLDWIDE CORP | 1.14% | 16.0K | $1.1M | +0.00%(+0) | $53.43(+33.50%) | 2026-06-30 | |
| HAS | HASBRO INC | 1% | 12.2K | $1.0M | +0.00%(+0) | $73.22(+32.08%) | 2026-06-30 | |
| STZ | CONSTELLATION BRANDS INC | 0.73% | 5.3K | $737K | +0.00%(+0) | $160.69(-18.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.40% | +57.71% | +8.63% | +51.24% |
| Top 20 Holdings Unweighted | +9.06% | +29.72% | +5.27% | +29.28% |
Shelter Ins Retirement Plan reports $100.69M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are IVV (59.5%), IEFA (21.5%) and IEMG (12.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +57.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Shelter Ins Retirement Plan’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1455290). View Shelter Ins Retirement Plan’s 13F filings on SEC