account_balance

Investment manager · 13F filer · SEC CIK 1455290

Shelter Ins Retirement Plan

Reported value$101Mas of Sep 30, 2026
Positions7 0 new, 1 sold out
Top 10 weight100.0%IVV alone is 61%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 7 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 7 as a list
IVV iShares Tr 61.2% Held
IEFA iShares Tr 21.4% Held
IEMG iShares Inc 11.9% Held
BKNG Booking Holdings Inc. 2.4% HeldHAS Hasbro, Inc. 1.1% HeldOTIS Otis Worldwide Corp 1.0% HeldMKL Markel Group Inc. 1.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 11, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist