Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shelter Ins Retirement Plan (CIK 1455290) reported $89.8M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($52.3M, 58.22%), IEFA ($20.3M, 22.60%), IEMG ($10.4M, 11.56%), BKNG ($2.5M, 2.81%), OTIS ($1.2M, 1.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $52.3M | 58.22% | 80,061 | Hold |
| 2 | IEFA | ISHARES TR | $20.3M | 22.60% | 224,262 | Hold |
| 3 | IEMG | ISHARES INC | $10.4M | 11.56% | 148,902 | Hold |
| 4 | BKNG | BOOKING HOLDINGS INC | $2.5M | 2.81% | 600 | Hold |
| 5 | OTIS | OTIS WORLDWIDE CORP | $1.2M | 1.37% | 16,000 | Hold |
| 6 | MKL | MARKEL GROUP INC | $1.1M | 1.28% | 600 | Hold |
| 7 | HAS | HASBRO INC | $1.1M | 1.27% | 12,200 | Hold |
| 8 | STZ | CONSTELLATION BRANDS INC | $795,000 | 0.89% | 5,300 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31