$199 Million is the total value of Shelter Ins Retirement Plan's 8 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Sell | ISHARES TR MSCI USA MIN VOL | $112,054,000 | +4.2% | 1,651,500 | -2.0% | 56.30% | -0.9% |
| EFAV | Sell | ISHARES TR MSCI EAFE MIN VL | $61,115,000 | +6.9% | 832,000 | -0.8% | 30.70% | +1.7% |
| EEMV | Sell | ISHARES INC MSCI EMERG MRKT | $20,535,000 | +2.9% | 335,100 | -7.4% | 10.32% | -2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| 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% |
| INTEL ORD | 25 | Q2 2019 | 4.5% |
View Shelter Ins Retirement Plan's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-02 |
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.