SEC 13F Intelligence

Shelter Ins Retirement Plan / OTIS

Shelter Ins Retirement Plan’s Otis Worldwide Corp Position

Does Shelter Ins Retirement Plan own Otis Worldwide Corp (OTIS)? Yes16.0K shares worth $1M (+1.37% of its 13F portfolio) as of Q1 2026.

Position Value
$1M
Q1 2026
Shares
16.0K
% of Portfolio
+1.37%
Quarters Held
24
currently held

Position History OTIS

Reported value by quarter
Q2 ’20: $910,000Q2 ’20Q3 ’20: $998,000Q4 ’20: $1MQ1 ’21: $1MQ1 ’21Q2 ’21: $1MQ3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $1MQ2 ’23: $1MQ2 ’23Q3 ’23: $1MQ4 ’23: $1MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ4 ’24: $1MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ3 ’25: $1MQ3 ’25Q4 ’25: $1MQ1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.0K$1M+1.37%
Q4 202516.0K$1M+1.51%
Q3 202516.0K$1M+1.62%
Q2 202516.0K$2M+1.86%
Q1 202516.0K$2M+2.14%
Q4 202416.0K$1M+1.90%
Q3 202416.0K$2M+2.00%
Q2 202416.0K$2M+2.05%
Q1 202416.0K$2M+2.17%
Q4 202316.0K$1M+1.39%
Q3 202316.0K$1M+1.25%
Q2 202316.0K$1M+1.33%
Q1 202316.0K$1M+1.22%
Q4 202216.0K$1M+1.11%
Q3 202216.0K$1M+0.73%
Q2 202216.0K$1M+0.75%
Q1 202216.0K$1M+0.69%
Q4 202116.0K$1M+0.74%
Q3 202116.0K$1M+0.74%
Q2 202116.0K$1M+0.75%
Q1 202116.0K$1M+0.56%
Q4 202016.0K$1M+0.54%
Q3 202016.0K$998,000+0.53%
Q2 202016.0K$910,000+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shelter Ins Retirement Plan’s full portfolio or all institutional holders of OTIS.