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CIK: 0001455290
Total reported value
$100.7M
$100.7M
8 檔
81.9%
During the Q2 2025 filing period, Shelter Ins Retirement Plan (CIK: 0001455290) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $100.7M across 8 reported positions.
During Q2 2025, Shelter Ins Retirement Plan's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 58.22% | +1.33% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 21.92% | -1.09% | — | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 10.47% | +0.69% | — | |
| 4 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.07% | -0.15% | — | |
| 5 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.86% | -0.23% | — | |
| 6 | MKL | Markel Group Inc | Stock-Financials | 1.40% | -0.12% | — | |
| 7 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.05% | -0.27% | — | |
| 8 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.01% | -0.15% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc | +0.5% | — | Unchanged |
| 2 | HAS | Hasbro Inc | +0.1% | — | Unchanged |
| 3 | IEMG | Ishares Core Msci Emerging | +0.1% | — | Unchanged |
| 4 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 5 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 6 | MKL | Markel Group Inc | -0.1% | — | Unchanged |
| 7 | STZ | Constellation Brands Inc-a | -0.3% | — | Unchanged |
| 8 | OTIS | Otis Worldwide CORP | -0.3% | — | Unchanged |
According to official SEC Form 13F filings, Shelter Ins Retirement Plan reported a total U.S. public equity portfolio value of $100.7M across 8 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IEMG) accounted for 81.9% of total reported equity market value during Q2 2025.
During Q2 2025, Shelter Ins Retirement Plan's top holdings by market value included IVV (58.2%)、IEFA (21.9%)、IEMG (10.5%). The largest single position, IVV, represented 58.2% of total portfolio value.
In Q2 2025, Shelter Ins Retirement Plan made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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