Shelter Ins Retirement Plan 13F Holdings · Q2 2026
Shelter Ins Retirement Plan reported 8 securities worth $100.69M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (59.55%), IEFA (21.51%), IEMG (12.25%). Among its top 25 positions this quarter: 1 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $60.0M | 59.55% | 80,061 | Hold |
| 2 | IEFA | ISHARES TR | $21.7M | 21.51% | 224,262 | Hold |
| 3 | IEMG | ISHARES INC | $12.3M | 12.25% | 148,902 | Hold |
| 4 | BKNG | BOOKING HOLDINGS INC | $2.7M | 2.66% | 15,000 | Added |
| 5 | MKL | MARKEL GROUP INC | $1.2M | 1.16% | 600 | Hold |
| 6 | OTIS | OTIS WORLDWIDE CORP | $1.1M | 1.14% | 16,000 | Hold |
| 7 | HAS | HASBRO INC | $1.0M | 1.00% | 12,200 | Hold |
| 8 | STZ | CONSTELLATION BRANDS INC | $737,177 | 0.73% | 5,300 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR