The Analysis of Shelter Ins Retirement Plan's Holdings & P&L


Currently, Shelter Ins Retirement Plan holds 8 types of securities in its portfolio with a total value $89.8M.


1M P&L
+3.7M+3.79%
3M P&L
+4.3M+4.49%
HY P&L
+10.0M+11.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A83.0M
92.4%
2Travel Services2.5M
2.8%
3Specialty Industrial Machinery1.2M
1.4%

Top Industries by Stock Count

1N/A3 stocks
37.5%
2Specialty Industrial Machinery1 stocks
12.5%
3Leisure1 stocks
12.5%
Stock Holdings
IVV
ISHARES TR
0.00%
Shares80.1K
Event2026-03-31
Filed2026-04-29
IEFA
ISHARES TR
0.00%
Shares224.3K
Event2026-03-31
Filed2026-04-29
IEMG
ISHARES INC
0.00%
Shares148.9K
Event2026-03-31
Filed2026-04-29
BKNG
BOOKING HOLDINGS INC
0.00%
Shares600
Event2026-03-31
Filed2026-04-29
OTIS
OTIS WORLDWIDE CORP
0.00%
Shares16.0K
Event2026-03-31
Filed2026-04-29
MKL
MARKEL GROUP INC
0.00%
Shares600
Event2026-03-31
Filed2026-04-29
HAS
HASBRO INC
0.00%
Shares12.2K
Event2026-03-31
Filed2026-04-29
STZ
CONSTELLATION BRANDS INC
0.00%
Shares5.3K
Event2026-03-31
Filed2026-04-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available