Shelter Ins Retirement Plan Portfolio Holdings
Shelter Ins Retirement Plan
- $79 Million
- Q3 2024
Shelter Ins Retirement Plan has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $79 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 $46.2M, Ishares Tr with a value of $17.5M, Ishares Inc with a value of $7.99M, Booking Holdings Inc. with a value of $2.53M, and Otis Worldwide Corp with a value of $1.66M.
Examining the 13F form we can see an increase of $4.04M in the current position value, from $75M to 79M.
Below you can find more details about Shelter Ins Retirement Plan portfolio as well as his latest detailed transactions.
Portfolio value
$79 Million
ETFs: $71.7 Million
Consumer Cyclical: $3.41 Million
Industrials: $1.66 Million
Consumer Defensive: $1.37 Million
Financial Services: $940,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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