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Hedge Funds Similar to Shelter Ins Retirement Plan

13F Portfolio OverlapQ1 2026Shelter Ins Retirement Plan portfolio →
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Most similar hedge funds by 13F overlap

Shelter Ins Retirement Plan is an institutional investor managing $90M across 8 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Shelter Ins Retirement Plan are SCHARF INVESTMENTS,, Shelter Mutual Insurance, Oak Thistle, with shared positions in $BKNG, $OTIS, $MKL, $HAS, $STZ. The full ranking of 3 similar funds is below.

#1SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$BKNG$OTIS$MKL
$3.2B
70 positions
#2Shelter Mutual Insurance CoPassive
Some overlap · 5 shared positions
$BKNG$OTIS$MKL$HAS$STZ
$450M
58 positions
#3Oak Thistle LLCPassive
Slight overlap · 3 shared positions
$BKNG$OTIS$MKL
$1.0B
452 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.