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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001455290
Total reported value
$100.7M
$100.7M
8 檔
86.2%
The Q1 2026 SEC filing reveals that Shelter Ins Retirement Plan held a total portfolio value of $100.7M, covering 8 public equity positions.
During Q1 2026, 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 | 22.60% | -1.09% | — | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.56% | +0.69% | — | |
| 4 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.81% | -0.15% | — | |
| 5 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.37% | -0.23% | — | |
| 6 | MKL | Markel Group Inc | Stock-Financials | 1.28% | -0.12% | — | |
| 7 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.27% | -0.27% | — | |
| 8 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.89% | -0.15% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | — | Unchanged |
| 2 | IEMG | Ishares Core Msci Emerging | +0.7% | — | Unchanged |
| 3 | HAS | Hasbro Inc | +0.2% | — | Unchanged |
| 4 | STZ | Constellation Brands Inc-a | +0.1% | — | Unchanged |
| 5 | MKL | Markel Group Inc | -0.1% | — | Unchanged |
| 6 | OTIS | Otis Worldwide CORP | -0.1% | — | Unchanged |
| 7 | BKNG | Booking Holdings Inc | -0.7% | — | Unchanged |
| 8 | IVV | Ishares Core S&p 500 ETF | -1% | — | 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 Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IEMG) accounted for 86.2% of total reported equity market value during Q1 2026.
During Q1 2026, Shelter Ins Retirement Plan's top holdings by market value included IVV (58.2%)、IEFA (22.6%)、IEMG (11.6%). The largest single position, IVV, represented 58.2% of total portfolio value.
In Q1 2026, 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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