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Shelter Ins Retirement Plan
Shelter Ins Retirement Plan, headquartered in Columbia, Missouri, is the defined benefit retirement plan for employees of Shelter Mutual Insurance Company. The plan is designed to provide predetermined monthly retirement benefits to employees based on years of service and salary levels. As part of Shelter Mutual Insurance, the plan represents the retirement security division of a long-established regional insurance company. The employee count pertains not to the plan, but to Shelter Mutual Insurance, which employs approximately 1,500 people. The plan serves current and former Shelter Insurance employees and beneficiaries.
Investment Strategy
The Shelter Ins Retirement Plan invests in a diversified portfolio, with substantial allocation to index ETFs such as the iShares S&P 500 Index and international equity funds. The plan is focused on prudent, long-term capital appreciation and risk management to meet its defined benefit obligations to retirees. Portfolio holdings are adjusted periodically to balance return and risk, aligning with the plan’s actuarial needs and investment policy objectives.
Latest 13F Filing Activity
Shelter Ins Retirement Plan filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $85M. The fund increased holdings in Ishares TR, Ishares TR, Ishares Inc. among other positions. Shelter Ins Retirement Plan reduced exposure to Constellation Brands Inc., Otis Worldwide Corp., Markel Group Inc. among others.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 58.22% | $49.7M | 80,061 | $445.71 | $620.90 | +$4.7M |
I IEFA | ISHARES TR | 21.92% | $18.7M | 224,262 | $74.86 | $83.48 | +$1.8M |
I IEMG | ISHARES INC | 10.47% | $8.9M | 148,902 | $65.96 | $60.03 | +$902.3K |
B BKNG | BOOKING HOLDINGS INC | 4.07% | $3.5M | 600 | $1592.34 | $5789.24 | +$709.4K |
O OTIS | OTIS WORLDWIDE CORP | 1.86% | $1.6M | 16,000 | $56.86 | $99.02 | -$66.9K |
Industry Allocation
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