Latest Shelter Ins Retirement Plan Stock Portfolio
$73.23Million
Equity Portfolio Value
Last Reported on: 06 May, 2024
About Shelter Ins Retirement Plan and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Shelter Ins Retirement Plan reported an equity portfolio of $73.2 Millions as of 31 Mar, 2024.
The top stock holdings of Shelter Ins Retirement Plan are AGG, IBCE, EMGF. The fund has invested 57.5% of it's portfolio in ISHARES TR and 22.7% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (AGG), ISHARES TR (IBCE) and ISHARES INC (EMGF).
The top stock holdings of Shelter Ins Retirement Plan are AGG, IBCE, EMGF. The fund has invested 57.5% of it's portfolio in ISHARES TR and 22.7% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (AGG), ISHARES TR (IBCE) and ISHARES INC (EMGF).
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -37.28 |
| ISHARES TR | -35.75 |
| ISHARES INC | -31.19 |
Shelter Ins Retirement Plan reduced stake in above stock
Sold off
Current Stock Holdings of Shelter Ins Retirement Plan
Last Reported on: 06 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 57.48 | 80,061 | 42,090,500 | REDUCED | -37.28 | |
| BKNG | BOOKING HOLDINGS INC | 2.97 | 600 | 2,176,730 | UNCHANGED | 0.00 | |
| EMGF | ISHARES INC | 10.49 | 148,902 | 7,683,340 | REDUCED | -31.19 | |
| HAS | HASBRO INC | 0.94 | 12,200 | 689,544 | UNCHANGED | 0.00 | |
| IBCE | ISHARES TR | 22.73 | 224,262 | 16,644,700 | REDUCED | -35.75 | |
| MKL | MARKEL GROUP INC | 1.25 | 600 | 912,888 | UNCHANGED | 0.00 | |
| OTIS | OTIS WORLDWIDE CORP | 2.17 | 16,000 | 1,588,320 | UNCHANGED | 0.00 | |
| STZ | CONSTELLATION BRANDS INC | 1.97 | 5,300 | 1,440,330 | UNCHANGED | 0.00 |