Investor Details
| Filer Name: | SHELTER INS RETIREMENT PLAN |
|---|---|
| CIK: | 1455290 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-07 |
| Number of Holdings: | 8 |
| Portfolio Value: | $0.08B |
Shelter Ins Retirement Plan Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| IVV | US | ISHARES CORE S&P 500 ETF | 80,061 | $47M | 60.41% | - | - |
| IEFA | US | ISHARES CORE MSCI EAFE ETF | 224,262 | $16M | 20.20% | - | - |
| IEMG | US | ISHARES CORE MSCI EMERGING | 148,902 | $8M | 9.97% | - | - |
| BKNG | US | BOOKING HOLDINGS INC | 600 | $3M | 3.82% | - | - |
| OTIS | US | OTIS WORLDWIDE CORP | 16,000 | $1M | 1.90% | - | - |
| STZ | US | CONSTELLATION BRANDS INC-A | 5,300 | $1M | 1.50% | - | - |
| MKL | US | MARKEL GROUP INC | 600 | $1M | 1.33% | - | - |
| HAS | US | HASBRO INC | 12,200 | $1M | 0.87% | - | - |