Shelter Ins Retirement Plan

COLUMBIA, MO · CIK 1455290 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Kindasset owner
Others nearbyColumbia, MO

$100.7m reported value +12.1% vs Q1 2026

8positions

100.0%in top 10

0 new 0 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	80,061	$60.0m59.55%	59.55%	Unchanged
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	224,262	$21.7m21.51%	21.51%	Unchanged
3	ISHARES INC CORE MSCI EMKT IEMG	IEMG	148,902	$12.3m12.25%	12.25%	Unchanged
4	BOOKING HOLDINGS INC COM BKNG	BKNG	15,000	$2.7m2.66%	2.66%	Unchanged
5	MARKEL GROUP INC COM MKL	MKL	600	$1.2m1.16%	1.16%	Unchanged
6	OTIS WORLDWIDE CORP COM OTIS	OTIS	16,000	$1.1m1.14%	1.14%	Unchanged
7	HASBRO INC COM HAS	HAS	12,200	$1.0m1.00%	1.00%	Unchanged
8	CONSTELLATION BRANDS INC CL A STZ	STZ	5,300	$737.2k0.73%	0.73%	Unchanged