Shelter Ins Retirement Plan
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Shelter Ins Retirement Plan reported 8 stock positions worth $92.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 59.3% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 21.7%) and iShares Core MSCI Emerging (IEMG, 10.8%). Its holdings were unchanged from Q3 2025.
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, MO
- CIK
- 0001455290
- Portfolio Value
- $92.5M (Q4 2025)
- SEC Filing
- 0001455290-26-000003 ↗ filed Feb 13, 2026
Holdings Value
Holdings 8 stocks · $92.5M
| IVV iShares Core S&P 500 ETF | 59.26% | 80,061 | $54.8M | No change |
| IEFA iShares Core MSCI Eafe ETF | 21.68% | 224,262 | $20.1M | No change |
| IEMG iShares Core MSCI Emerging | 10.82% | 148,902 | $10.0M | No change |
| BKNG Booking Holdings Inc. | 3.47% | 600 | $3.2M | No change |
| OTIS Otis Worldwide Corp. | 1.51% | 16,000 | $1.4M | No change |
| MKL Markel Group Inc. | 1.39% | 600 | $1.3M | No change |
| HAS Hasbro Inc. | 1.08% | 12,200 | $1.0M | No change |
| STZ Constellation Brands Inc. Class A | 0.79% | 5,300 | $731K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 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 |