76 is the total number of securities Shelter Ins Retirement Plan has owned. The longest Shelter Ins Retirement Plan has owned a single stock is 25 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BRKA | BERKSHIRE HATHAWAY CL ... | 25 | 25 | 3.66% | 4.45% | 5.24% | Q2 2013 | Q2 2019 | 25 |
| ORCL | ORACLE ORD | 25 | 25 | 3.25% | 4.14% | 4.86% | Q2 2013 | Q2 2019 | 25 |
| WMT | WAL-MART STORES | 25 | 25 | 3.60% | 4.12% | 4.95% | Q2 2013 | Q2 2019 | 25 |
| PEP | PEPSICO ORD | 25 | 25 | 2.94% | 3.75% | 5.10% | Q2 2013 | Q2 2019 | 25 |
| XOM | EXXON MOBIL ORD | 25 | 25 | 2.31% | 3.50% | 4.72% | Q2 2013 | Q2 2019 | 25 |
| V | VISA INC/A | 25 | 25 | 2.30% | 3.37% | 4.79% | Q2 2013 | Q2 2019 | 25 |
| IBM | INTERNATIONAL BUSINESS... | 25 | 25 | 2.40% | 3.30% | 3.96% | Q2 2013 | Q2 2019 | 25 |
| CAT | CATERPILLAR TRACTOR CO | 25 | 25 | 2.51% | 3.26% | 4.01% | Q2 2013 | Q2 2019 | 25 |
| PG | PROCTER & GAMBLE ORD | 25 | 25 | 2.80% | 3.26% | 3.84% | Q2 2013 | Q2 2019 | 25 |
| INTC | INTEL ORD | 25 | 25 | 2.38% | 3.16% | 4.52% | Q2 2013 | Q2 2019 | 25 |
| LOW | LOWE'S CORP | 25 | 25 | 2.20% | 3.13% | 4.17% | Q2 2013 | Q2 2019 | 25 |
| MMM | 3M ORD | 25 | 25 | 1.58% | 2.86% | 3.81% | Q2 2013 | Q2 2019 | 25 |
| SLB | SCHLUMBERGER ORD | 25 | 25 | 1.38% | 2.85% | 4.20% | Q2 2013 | Q2 2019 | 25 |
| PM | PHILIP MORRIS INTERNAT... | 25 | 25 | 2.01% | 2.68% | 3.78% | Q2 2013 | Q2 2019 | 25 |
| CME | CME GROUP INC | 25 | 25 | 1.63% | 2.62% | 3.79% | Q2 2013 | Q2 2019 | 25 |
| ABBV | ABBVIE ORD | 25 | 25 | 1.43% | 2.35% | 3.33% | Q2 2013 | Q2 2019 | 25 |
| AXP | AMERICAN EXPRESS ORD | 25 | 25 | 1.61% | 2.33% | 3.07% | Q2 2013 | Q2 2019 | 25 |
| GE | GENERAL ELECTRIC ORD | 25 | 25 | 0.76% | 2.30% | 3.37% | Q2 2013 | Q2 2019 | 25 |
| ITW | ILLINOIS TOOL WORKS | 25 | 25 | 1.87% | 2.21% | 2.52% | Q2 2013 | Q2 2019 | 25 |
| SJM | JM SMUCKER ORD | 25 | 25 | 1.39% | 2.02% | 3.22% | Q2 2013 | Q2 2019 | 25 |
| BHP | BHP GROUP LTD-SPON ADR | 25 | 25 | 1.11% | 1.92% | 2.55% | Q2 2013 | Q2 2019 | 25 |
| PFE | PFIZER ORD | 25 | 25 | 1.44% | 1.75% | 2.31% | Q2 2013 | Q2 2019 | 25 |
| ABT | ABBOTT LABS | 25 | 25 | 1.12% | 1.71% | 2.65% | Q2 2013 | Q2 2019 | 25 |
| ENB | ENBRIDGE ORD | 25 | 25 | 1.18% | 1.66% | 2.11% | Q2 2013 | Q2 2019 | 25 |
| VRSK | VERISK ANALYTICS ORD | 25 | 25 | 1.05% | 1.52% | 2.13% | Q2 2013 | Q2 2019 | 25 |
| TGT | TARGET ORD | 25 | 25 | 1.11% | 1.48% | 1.97% | Q2 2013 | Q2 2019 | 25 |
| ECL | ECOLAB ORD | 25 | 25 | 0.70% | 0.86% | 1.05% | Q2 2013 | Q2 2019 | 25 |
| UNP | UNION PACIFIC ORD | 17 | 7 | 3.20% | 4.46% | 5.72% | Q2 2013 | Q2 2019 | 24 |
| BEN | FRANKLIN RESOURCES | 23 | 23 | 0.76% | 1.20% | 1.52% | Q2 2013 | Q4 2018 | 23 |
| TEVA | TEVA PHARMACEUTICAL IN... | 23 | 23 | 0.27% | 0.72% | 1.25% | Q2 2013 | Q4 2018 | 23 |
| IEMG | ISHARES INC CORE MSCI ... | 12 | 10 | 0.60% | 6.66% | 14.16% | Q3 2016 | Q3 2023 | 22 |
| ESRX | EXPRESS SCRIPTS HOLDIN... | 22 | 22 | 1.25% | 1.60% | 2.09% | Q2 2013 | Q3 2018 | 22 |
| PX | PRAXAIR INC | 22 | 22 | 1.30% | 1.39% | 1.50% | Q2 2013 | Q3 2018 | 22 |
| RDSB | ROYAL DUTCH SHELL PLC ... | 20 | 20 | 2.02% | 2.47% | 3.15% | Q3 2014 | Q2 2019 | 20 |
| MDT | MEDTRONIC ORD | 18 | 18 | 2.39% | 2.96% | 3.60% | Q1 2015 | Q2 2019 | 18 |
| EEQ | ENBRIDGE ENERGY MANAGE... | 17 | 17 | 0.00% | 1.19% | 1.69% | Q2 2013 | Q2 2017 | 17 |
| EMR | EMERSON ELECTRIC CO | 16 | 16 | 1.66% | 1.92% | 2.11% | Q2 2013 | Q1 2017 | 16 |
| MKL | MARKEL GROUP INC | 15 | 15 | 0.31% | 0.49% | 0.86% | Q1 2020 | Q3 2023 | 15 |
| DE | DEERE ORD | 14 | 14 | 1.94% | 2.51% | 3.56% | Q1 2016 | Q2 2019 | 14 |
| GILD | GILEAD SCIENCES ORD | 14 | 14 | 0.98% | 1.31% | 1.62% | Q1 2016 | Q2 2019 | 14 |
| CLB | CORE LABORATORIES ORD | 14 | 14 | 0.57% | 1.22% | 1.55% | Q1 2016 | Q2 2019 | 14 |
| BKNG | BOOKING HOLDINGS INC | 14 | 14 | 0.53% | 0.91% | 1.80% | Q2 2020 | Q3 2023 | 14 |
| OTIS | OTIS WORLDWIDE CORP | 14 | 14 | 0.50% | 0.82% | 1.33% | Q2 2020 | Q3 2023 | 14 |
| STZ | CONSTELLATION BRANDS I... | 14 | 14 | 0.51% | 0.81% | 1.29% | Q2 2020 | Q3 2023 | 14 |
| HAS | HASBRO INC | 14 | 14 | 0.51% | 0.62% | 0.78% | Q2 2020 | Q3 2023 | 14 |
| ESV | ENSCO PLC-CL A | 13 | 13 | 0.17% | 0.56% | 0.98% | Q2 2013 | Q2 2016 | 13 |
| ITC | ITC HOLDINGS CORP | 12 | 12 | 0.78% | 0.97% | 1.26% | Q2 2013 | Q1 2016 | 12 |
| MRK | MERCK & CO. | 11 | 11 | 1.43% | 1.67% | 1.92% | Q2 2013 | Q4 2015 | 11 |
| BP | BP P.L.C. | 11 | 11 | 0.95% | 1.14% | 1.36% | Q2 2013 | Q4 2015 | 11 |
| IVV | ISHARES TR CORE S&P500... | 10 | 10 | 57.07% | 58.95% | 60.79% | Q2 2021 | Q3 2023 | 10 |
| IEFA | ISHARES TR CORE MSCI EAFE | 10 | 10 | 23.22% | 24.48% | 26.19% | Q2 2021 | Q3 2023 | 10 |
| BBT | BB&T CORP | 10 | 10 | 0.31% | 0.80% | 1.00% | Q1 2017 | Q2 2019 | 10 |
| AVP | AVON PRODUCTS | 9 | 9 | 0.30% | 0.62% | 0.98% | Q2 2013 | Q2 2015 | 9 |
| OAK | OAKTREE CAPITAL GROUP LLC | 8 | 8 | 1.26% | 1.42% | 1.62% | Q3 2017 | Q2 2019 | 8 |
| NEE | NEXTERA ENERGY ORD | 8 | 8 | 0.79% | 1.06% | 1.27% | Q3 2017 | Q2 2019 | 8 |
| SPWR | SUNPOWER CORP | 8 | 8 | 0.30% | 0.71% | 1.48% | Q3 2015 | Q2 2017 | 8 |
| USMV | ISHARES TR MSCI USA MI... | 7 | 7 | 56.20% | 56.82% | 57.77% | Q3 2019 | Q1 2021 | 7 |
| EFAV | ISHARES TR MSCI EAFE M... | 7 | 7 | 30.20% | 30.87% | 31.70% | Q3 2019 | Q1 2021 | 7 |
| EEMV | ISHARES INC MSCI EMERG... | 7 | 7 | 10.18% | 10.38% | 10.70% | Q3 2019 | Q1 2021 | 7 |
| F113PS | COVIDIEN LTD | 7 | 7 | 2.33% | 2.87% | 3.62% | Q2 2013 | Q4 2014 | 7 |
| MJN | MEAD JOHNSON NUTRITION CO | 7 | 7 | 1.80% | 2.00% | 2.11% | Q2 2013 | Q4 2014 | 7 |
| CSCO | CISCO SYSTEMS INC | 7 | 7 | 1.52% | 1.70% | 1.86% | Q2 2013 | Q4 2014 | 7 |
| VANGUARD TSM IDX INST | 6 | 6 | 2.60% | 2.70% | 2.80% | Q2 2018 | Q3 2019 | 6 | |
| VANGUARD TOT I S INS | 5 | 5 | 4.58% | 4.65% | 4.82% | Q2 2018 | Q2 2019 | 5 | |
| RDSA | ROYAL DUTCH SHELL PLC ... | 5 | 5 | 2.54% | 2.71% | 3.06% | Q2 2013 | Q2 2014 | 5 |
| APA | APACHE ORD | 5 | 5 | 1.01% | 1.32% | 1.67% | Q2 2018 | Q2 2019 | 5 |
| DISCK | DISCOVERY SRS C ORD | 5 | 5 | 1.01% | 1.07% | 1.15% | Q2 2018 | Q2 2019 | 5 |
| YUM | YUM BRANDS INC | 4 | 4 | 0.58% | 1.40% | 1.68% | Q2 2013 | Q1 2014 | 4 |
| HSBC | HSBC HOLDINGS PLC-SPON... | 4 | 4 | 1.27% | 1.34% | 1.39% | Q2 2013 | Q1 2014 | 4 |
| FLS | FLOWSERVE CORP | 4 | 4 | 0.48% | 1.02% | 1.39% | Q2 2013 | Q1 2014 | 4 |
| HSP | HOSPIRA INC | 4 | 4 | 0.32% | 0.75% | 0.90% | Q2 2013 | Q1 2014 | 4 |
| LIN | LINDE PUBLIC LIMITED CO | 3 | 3 | 1.48% | 1.57% | 1.71% | Q4 2018 | Q2 2019 | 3 |
| CI | CIGNA ORD | 3 | 3 | 0.51% | 0.58% | 0.69% | Q4 2018 | Q2 2019 | 3 |
| ATVI | ACTIVISION BLIZZARD ORD | 2 | 2 | 0.31% | 0.31% | 0.32% | Q1 2019 | Q2 2019 | 2 |
| SOUHY | SOUTH32 - ADR | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2015 | Q3 2015 | 2 |
| MNKKQ | MALLINCKRODT PLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2014 | Q2 2014 | 1 |
Download | |||||||||
The securities at the top of the list , including BERKSHIRE HATHAWAY CL A ORD, ORACLE ORD, and WAL-MART STORES, are the highest-conviction holdings of Shelter Ins Retirement Plan.
The conviction is calculated by counting the number of quarters a security has been reported by Shelter Ins Retirement Plan. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Shelter Ins Retirement Plan owns currently or has owned in the past.