Shelter Ins Retirement Plan
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Shelter Ins Retirement Plan reported 8 stock positions worth $85.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 58.2% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 21.9%) and iShares Core MSCI Emerging (IEMG, 10.5%). Its holdings were unchanged from Q1 2025.
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, MO
- CIK
- 0001455290
- Portfolio Value
- $85.4M (Q2 2025)
- SEC Filing
- 0001455288-25-000014 ↗ filed Jul 29, 2025
Holdings Value
Holdings 8 stocks · $85.4M
| IVV iShares Core S&P 500 ETF | 58.22% | 80,061 | $49.7M | No change |
| IEFA iShares Core MSCI Eafe ETF | 21.92% | 224,262 | $18.7M | No change |
| IEMG iShares Core MSCI Emerging | 10.47% | 148,902 | $8.9M | No change |
| BKNG Booking Holdings Inc. | 4.07% | 600 | $3.5M | No change |
| OTIS Otis Worldwide Corp. | 1.86% | 16,000 | $1.6M | No change |
| MKL Markel Group Inc. | 1.40% | 600 | $1.2M | No change |
| HAS Hasbro Inc. | 1.05% | 12,200 | $901K | No change |
| STZ Constellation Brands Inc. Class A | 1.01% | 5,300 | $862K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $100.7M | IVV, IEFA, IEMG, BKNG, MKL |
| Q1 2026 | 8 | $89.8M | IVV, IEFA, IEMG, BKNG, OTIS |
| Q4 2025 | 8 | $92.5M | IVV, IEFA, IEMG, BKNG, OTIS |
| Q3 2025 | 8 | $90.5M | IVV, IEFA, IEMG, BKNG, OTIS |
| Q2 2025 | 8 | $85.4M | IVV, IEFA, IEMG, BKNG, OTIS |
| Q1 2025 | 8 | $77.2M | IVV, IEFA, IEMG, BKNG, OTIS |
| Q4 2024 | 8 | $78.0M | IVV, IEFA, IEMG, BKNG, OTIS |
| Q3 2024 | 8 | $80.8M | IVV, IEFA, IEMG, BKNG, OTIS |
| Q2 2024Amended | 8 | $75.0M | IVV, IEFA, IEMG, BKNG, OTIS |
| Q1 2024 | 8 | $73.2M | IVV, IEFA, IEMG, BKNG, OTIS |