Shelter Ins Retirement Plan
•CIK: 1455290•Filing: Q4 2025
**Shelter Ins Retirement Plan** manages $93M across a concentrated portfolio of 8 holdings. The strategy exhibits a significant allocation to broad market indices, notably IVV at $54.8M and IEFA at $20.1M. Further diversification is provided through international exposure via IEMG ($10.0M). The remaining capital is deployed across sector-specific names, including BKNG ($3.2M) and OTIS ($1.4M).
Total AUM
$92.5M
QoQ Performance
+2.3%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IEFA
IEMG
IVV59.3%
IEFA21.7%
IEMG10.8%
BKNG3.5%
OTIS1.5%
MKL1.4%
HAS1.1%
CB1A0.8%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
ETF59.3%
Other37.3%
Consumer3.5%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023