HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
127,641 | -13,578 | $60,965 |
| IVV | 127,641 | -13,578 | $60,965 |
| ISHARES TR (IEFA) |
349,052 | -37,132 | $24,556 |
| IEFA | 349,052 | -37,132 | $24,556 |
| ISHARES INC (IEMG) |
216,382 | -23,018 | $10,945 |
| IEMG | 216,382 | -23,018 | $10,945 |
| BOOKING HOLDINGS INC |
600 | UNCH | $2,128 |
| BKNG | 600 | UNCH | $2,128 |
| OTIS WORLDWIDE CORP |
16,000 | UNCH | $1,432 |
| OTIS | 16,000 | UNCH | $1,432 |
| CONSTELLATION BRANDS INC |
5,300 | UNCH | $1,281 |
| STZ | 5,300 | UNCH | $1,281 |
| MARKEL GROUP INC |
600 | UNCH | $852 |
| MKL | 600 | UNCH | $852 |
| HASBRO INC |
12,200 | +0 | $623 |
| HAS | 12,200 | UNCH | $623 |
See Summary: Shelter Ins Retirement Plan Top Holdings
See Details: Top 10 Stocks Held By Shelter Ins Retirement Plan
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| HAS | -12,200 | -$807 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| BKNG | UNCH | +$278 |
| OTIS | UNCH | +$147 |
| STZ | UNCH | -$51 |
| MKL | UNCH | -$31 |
| HAS | UNCH | -$184 |
| IVV | -13,578 | +$321 |
| IEMG | -23,018 | -$448 |
| IEFA | -37,132 | -$295 |
|
Size ($ in 1000's)
At 12/31/2023: $102,782 At 09/30/2023: $103,045 Shelter Ins Retirement Plan holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shelter Ins Retirement Plan 13F filings. Link to 13F filings: SEC filings |
