Shelter Ins Retirement Plan
All 13F Filings
- Location
- Columbia, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 100,687
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 8 | 100,687 | 13F-HR | Shelter Ins Retirement Plan |
| Q1 2026 | 4/29/2026 | 8 | 89,830 | 13F-HR | Shelter Ins Retirement Plan |
| Q4 2025 | 2/13/2026 | 8 | 92,541 | 13F-HR | Shelter Ins Retirement Plan |
| Q3 2025 | 10/31/2025 | 8 | 90,469 | 13F-HR | Shelter Ins Retirement Plan |
| Q2 2025 | 7/29/2025 | 8 | 85,389 | 13F-HR | Shelter Ins Retirement Plan |
| Q2 2014 | 7/22/2014 | 44 | 246,927 | 13F-HR | Shelter Ins Retirement Plan |
| Q1 2014 | 5/2/2014 | 47 | 241,478 | 13F-HR | Shelter Ins Retirement Plan |
| Q4 2013 | 1/21/2014 | 47 | 252,581 | 13F-HR | Shelter Ins Retirement Plan |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.737 K | 6.7% | 0 | 107 | -107 |
| ETFs | 93.95 K | 93.3% | 10.97 K | 0 | 10.97 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
100,687
Holdings
8
QoQ value change ($000)
10,857
(12.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.