$181 Million is the total value of Shelter Ins Retirement Plan's 8 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFAV | ISHARES TR MIN VOL EAFE ETF | $55,391,000 | +6.5% | 838,500 | 0.0% | 30.66% | -3.3% | |
| EEMV | ISHARES INC MIN VOL EMRG MKT | $18,819,000 | +11.0% | 361,700 | 0.0% | 10.42% | +0.7% | |
| MKL | MARKEL CORP | $554,000 | -0.4% | 600 | 0.0% | 0.31% | -9.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES INC CORE MSCI EMKT | 25 | Q2 2024 | 14.2% |
| BERKSHIRE HATHAWAY CL A ORD | 25 | Q2 2019 | 5.2% |
| ORACLE ORD | 25 | Q2 2019 | 4.9% |
| WAL-MART STORES | 25 | Q2 2019 | 5.0% |
| PEPSICO ORD | 25 | Q2 2019 | 5.1% |
| EXXON MOBIL ORD | 25 | Q2 2019 | 4.7% |
| VISA INC/A | 25 | Q2 2019 | 4.8% |
| INTERNATIONAL BUSINESS MACHINES ORD | 25 | Q2 2019 | 4.0% |
| CATERPILLAR TRACTOR CO | 25 | Q2 2019 | 4.0% |
| PROCTER & GAMBLE ORD | 25 | Q2 2019 | 3.8% |
View Shelter Ins Retirement Plan's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR/A | 2024-08-13 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-14 |
View Shelter Ins Retirement Plan's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.