Shelter Ins Retirement Plan Portfolio Holdings

Shelter Ins Retirement Plan

  • $88.6 Million
  • Q3 2025

Shelter Ins Retirement Plan has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $88.6 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $53.6M, Ishares Tr with a value of $19.6M, Ishares Inc with a value of $7.99M, Booking Holdings Inc. with a value of $3.24M, and Otis Worldwide Corp with a value of $1.46M.

Examining the 13F form we can see an increase of $4.2M in the current position value, from $84.4M to 88.6M.

Below you can find more details about Shelter Ins Retirement Plan portfolio as well as his latest detailed transactions.

Portfolio value $88.6 Million
ETFs: $81.2 Million
Consumer Cyclical: $4.16 Million
Industrials: $1.46 Million
Financial Services: $1.15 Million
Consumer Defensive: $713,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.6 Million 60.45% of portfolio
80,061
Q2 2024 Added 482.47%
$0
$19.6 Million 22.09% of portfolio
224,262
Q2 2024 Added 39.66%
$0
$7.99 Million 9.01% of portfolio
148,902
Q2 2024 Added 93.09%
$191B
$3.24 Million 3.65% of portfolio
600
Q2 2024 Reduced 45.45%
$37B
$1.46 Million 1.65% of portfolio
16,000
Q2 2024 Reduced 48.72%
$27.9B
$1.15 Million 1.29% of portfolio
600
Q2 2024 Reduced 50.0%
$10.7B
$925,000 1.04% of portfolio
12,200
Q2 2024 Reduced 48.52%
$20.8B
$713,000 0.8% of portfolio
5,300
Q2 2024 Reduced 48.54%

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $88.6 Million
  • Prior Value $84.4 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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