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 $100.7M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($60.0M, 59.55%), IEFA ($21.7M, 21.51%), IEMG ($12.3M, 12.25%), BKNG ($2.7M, 2.66%), MKL ($1.2M, 1.16%). Source: SEC Form 13F.
| 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