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Shelter Ins Retirement Plan
Shelter Ins Retirement Plan is an institution, managing $90.5M across 8 long positions as of Q3 2025 with 92% ETF concentration, with only 8 positions, and 59% allocation to IVV.
- Portfolio Value
- $90.5M
- Positions
- 8
- Top Holding
- IVV at 59.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Shelter Ins Retirement Plan's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $53.6M | 59.23% | — | — 80.1K shares | |
ETF ETF | $19.6M | 21.64% | — | — 224.3K shares | |
ETF ETF | $9.8M | 10.85% | — | — 148.9K shares | |
Travel Services Consumer Cyclical | $3.2M | 3.58% | — | 0.00% 600.0 shares | |
Industrial - Machinery Industrials | $1.5M | 1.62% | — | 0.00% 16.0K shares | |
Insurance - Property & Casualty Financial Services | $1.1M | 1.27% | — | 0.00% 600.0 shares | |
Leisure Consumer Cyclical | $925.4K | 1.02% | — | 0.01% 12.2K shares | |
Beverages - Wineries & Distilleries Consumer Defensive | $713.8K | 0.79% | — | 0.00% 5.3K shares |
Analytics
Portfolio insights and performance metrics for Shelter Ins Retirement Plan
GthenA