StockDriftsStockDriftsTop 8 Shelter Ins Retirement Plan Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 58.22% | 80.1K | $52.3M | +0.00%(+0) | $413.17(+80.49%) | 2026-03-31 | |
| IEFA | ISHARES TR | 22.6% | 224.3K | $20.3M | +0.00%(+0) | $73.64(+31.92%) | 2026-03-31 | |
| IEMG | ISHARES INC | 11.56% | 148.9K | $10.4M | +0.00%(+0) | $65.30(+25.65%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 2.81% | 600 | $2.5M | +0.00%(+0) | $58.01(+167.24%) | 2026-03-31 | |
| OTIS | OTIS WORLDWIDE CORP | 1.37% | 16.0K | $1.2M | +0.00%(+0) | $53.43(+37.08%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 1.28% | 600 | $1.1M | +0.00%(+0) | $1035.53(+75.81%) | 2026-03-31 | |
| HAS | HASBRO INC | 1.27% | 12.2K | $1.1M | +0.00%(+0) | $73.22(+28.40%) | 2026-03-31 | |
| STZ | CONSTELLATION BRANDS INC | 0.89% | 5.3K | $795K | +0.00%(+0) | $160.69(-12.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.12% | +48.64% |
| Top 20 Holdings Unweighted | +10.54% | +35.06% |
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