§ 13F · FUND PROFILE
Shelter Ins Retirement Plan.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $90M (13F)Positions · 8Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 80K | $52M | 58.2% | ±0% |
| 2 | IEFA | ISHARES TR | 224K | $20M | 22.6% | ±0% |
| 3 | IEMG | ISHARES INC | 149K | $10M | 11.6% | ±0% |
| 4 | BKNG | BOOKING HOLDINGS INC | 600 | $3M | 2.8% | ±0% |
| 5 | OTIS | OTIS WORLDWIDE CORP | 16K | $1M | 1.4% | ±0% |
| 6 | MKL | MARKEL GROUP INC | 600 | $1M | 1.3% | ±0% |
| 7 | HAS | HASBRO INC | 12K | $1M | 1.3% | ±0% |
| 8 | STZ | CONSTELLATION BRANDS INC | 5K | $795K | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHELTER SIGNAL
AC read
Shelter Ins Retirement Plan is a Income / Defensive fund managing $90 million in assets. The fund runs a focused portfolio of just 8 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed