SHELTER INS RETIREMENT PLAN

PrivateCIK: 1455290
Location

COLUMBIA, MO

8
Positions
$89.83M
Total AUM (reported)
487.93K
Total Shares

Allocation by class

TOTAL AUM$89.83M8 positions
COM$89.83M100.0%

Portfolio Concentration

Top 392.4%4–107.6%TOP 10100.0%0%100%
Top 3$82.98M92.4%
4–10$6.84M7.6%

Top 3 weight

92.4%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 487.93K

Sole

Full voting authority

487.93K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:

ISHARES TR

SOLE
COM
Shares80.06K
TypeSH
Market value$52.30M
58.22%
Sole
80.06K
Shared
0.00
None
0.00

ISHARES TR

SOLE
COM
Shares224.26K
TypeSH
Market value$20.30M
22.60%
Sole
224.26K
Shared
0.00
None
0.00

ISHARES INC

SOLE
COM
Shares148.90K
TypeSH
Market value$10.39M
11.56%
Sole
148.90K
Shared
0.00
None
0.00

BOOKING HOLDINGS INC

SOLE
COM
Shares600.00
TypeSH
Market value$2.53M
2.81%
Sole
600.00
Shared
0.00
None
0.00

OTIS WORLDWIDE CORP

SOLE
COM
Shares16K
TypeSH
Market value$1.23M
1.37%
Sole
16K
Shared
0.00
None
0.00

MARKEL GROUP INC

SOLE
COM
Shares600.00
TypeSH
Market value$1.15M
1.28%
Sole
600.00
Shared
0.00
None
0.00

HASBRO INC

SOLE
COM
Shares12.20K
TypeSH
Market value$1.14M
1.27%
Sole
12.20K
Shared
0.00
None
0.00

CONSTELLATION BRANDS INC

SOLE
COM
Shares5.30K
TypeSH
Market value$795.0K
0.89%
Sole
5.30K
Shared
0.00
None
0.00