Shelter Ins Retirement Plan

CIK 0001455290 · COLUMBIA, MO · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗

Shelter Ins Retirement Plan reported 8 positions worth $100.7M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IVV (59.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$100.7M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IVV	ISHARES TR	SH	$60.0M	59.55%	80,061	—	—
▸ 2	IEFA	ISHARES TR	SH	$21.7M	21.51%	224,262	—	—
▸ 3	IEMG	ISHARES INC	SH	$12.3M	12.25%	148,902	—	—
▸ 4	BKNG	BOOKING HOLDINGS INC	SH	$2.7M	2.66%	15,000	—	—
▸ 5	MKL	MARKEL GROUP INC	SH	$1.2M	1.16%	600	—	—
▸ 6	OTIS	OTIS WORLDWIDE CORP	SH	$1.1M	1.14%	16,000	—	—
▸ 7	HAS	HASBRO INC	SH	$1.0M	1.00%	12,200	—	—
▸ 8	STZ	CONSTELLATION BRANDS INC	SH	$737.2K	0.73%	5,300	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Shelter Ins Retirement Plan hold as of Q2 2026?

Shelter Ins Retirement Plan reported 8 positions worth $100.7M in its Q2 2026 13F filing. Largest positions: IVV (59.5%), IEFA (21.5%), IEMG (12.3%), BKNG (2.7%) and MKL (1.2%).

What did Shelter Ins Retirement Plan buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Shelter Ins Retirement Plan sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.