Shelter Ins Retirement Plan
13F Reported Value
ⓘ$89.8M
Holdings
8
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Shelter Ins Retirement Plan disclosed 8 positions worth $89.8M in its Form 13F-HR for Q1 2026. The portfolio is most concentrated in Other (92.4% of disclosed assets). All figures are sourced directly from Shelter Ins Retirement Plan’s Form 13F-HR filing with the SEC under CIK 1455290.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$52.3M80,061 shISHARES TR
—Quality
$20.3M224,262 shISHARES INC
—Quality
$10.4M148,902 sh- 55.3
Quality
$2.5M600 sh - 60.3
Quality
$1.2M16,000 sh - 68.2
Quality
$1.1M600 sh - 43.1
Quality
$1.1M12,200 sh - 65.0
Quality
$795.0K5,300 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $52.3M | 80,061 |
| ISHARES TR | — | $20.3M | 224,262 |
| ISHARES INC | — | $10.4M | 148,902 |
 Booking Holdings Inc.$BKNG | 55.3 | $2.5M | 600 |
 Otis Worldwide Corp$OTIS | 60.3 | $1.2M | 16,000 |
 MARKEL GROUP INC.$MKL | 68.2 | $1.1M | 600 |
 HASBRO, INC.$HAS | 43.1 | $1.1M | 12,200 |
 CONSTELLATION BRANDS, INC.$STZ | 65.0 | $795.0K | 5,300 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Shelter Ins Retirement Plan's 8 positions.
Showing top 8 of 8 holdings.
Sector Allocation
Other
$83.0M
Consumer Discretionary
$3.7M
Technology
$1.2M
Financials
$1.1M
Consumer Staples
$795,000
Full Holdings — Shelter Ins Retirement Plan (Q1 2026)
All 8 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $52.3M | 58.2% | +0% | — |
| 2 | — | ISHARES TR | $20.3M | 22.6% | +0% | — |
| 3 | — | ISHARES INC | $10.4M | 11.6% | +0% | — |
| 4 | $BKNG | Booking Holdings Inc. | $2.5M | 2.8% | +0% | 55.3 |
| 5 | $OTIS | Otis Worldwide Corp | $1.2M | 1.4% | +0% | 60.3 |
| 6 | $MKL | MARKEL GROUP INC. | $1.1M | 1.3% | +0% | 68.2 |
| 7 | $HAS | HASBRO, INC. | $1.1M | 1.3% | +0% | 43.1 |
| 8 | $STZ | CONSTELLATION BRANDS, INC. | $795,000 | 0.9% | +0% | 65 |
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AI-Powered Hedge Fund Analysis: Shelter Ins Retirement Plan
13F Pro is an AI hedge fund tracker and stock research platform. For Shelter Ins Retirement Plan (SEC CIK: 1455290), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Shelter Ins Retirement Plan's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.