Shelter Ins Retirement Plan
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Shelter Ins Retirement Plan reported 8 stock positions worth $89.8 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, 22.6%) and iShares Core MSCI Emerging (IEMG, 11.6%). Its holdings were unchanged from Q4 2025.
- Most Recent 13F
- Q2 2026
- Location
- COLUMBIA, MO
- CIK
- 0001455290
- Portfolio Value
- $89.8M (Q1 2026)
- SEC Filing
- 0001455290-26-000005 ↗ filed Apr 29, 2026
Holdings Value
Holdings 8 stocks · $89.8M
| IVV iShares Core S&P 500 ETF | 58.22% | 80,061 | $52.3M | No change |
| IEFA iShares Core MSCI Eafe ETF | 22.60% | 224,262 | $20.3M | No change |
| IEMG iShares Core MSCI Emerging | 11.56% | 148,902 | $10.4M | No change |
| BKNG Booking Holdings Inc. | 2.81% | 600 | $2.5M | No change |
| OTIS Otis Worldwide Corp. | 1.37% | 16,000 | $1.2M | No change |
| MKL Markel Group Inc. | 1.28% | 600 | $1.1M | No change |
| HAS Hasbro Inc. | 1.27% | 12,200 | $1.1M | No change |
| STZ Constellation Brands Inc. Class A | 0.89% | 5,300 | $795K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
| 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 |