Shelter Ins Retirement Plan Portfolio Holdings
Shelter Ins Retirement Plan
- $84.4 Million
- Q2 2025
Shelter Ins Retirement Plan has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $84.4 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 $49.7M, Ishares Tr with a value of $18.7M, Ishares Inc with a value of $7.99M, Booking Holdings Inc. with a value of $3.47M, and Otis Worldwide Corp with a value of $1.58M.
Examining the 13F form we can see an increase of $7.24M in the current position value, from $77.2M to 84.4M.
Below you can find more details about Shelter Ins Retirement Plan portfolio as well as his latest detailed transactions.
Portfolio value
$84.4 Million
ETFs: $76.4 Million
Consumer Cyclical: $4.37 Million
Industrials: $1.58 Million
Financial Services: $1.2 Million
Consumer Defensive: $862,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|