SEC 13F Intelligence

Shelter Ins Retirement Plan / USMV

Shelter Ins Retirement Plan’s Ishares Tr Position

Does Shelter Ins Retirement Plan own Ishares Tr (USMV)? Not currently — the last reported position was 1.60M shares worth $110M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$110M
Q1 2021
Shares
1.60M
% of Portfolio
+56.50%
Quarters Held
7
position exited

Position History USMV

Reported value by quarter
Q3 ’19: $110MQ3 ’19Q4 ’19: $111MQ4 ’19Q1 ’20: $95MQ1 ’20Q2 ’20: $102MQ2 ’20Q3 ’20: $107MQ3 ’20Q4 ’20: $112MQ4 ’20Q1 ’21: $110MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20211.60M$110M+56.50%
Q4 20201.65M$112M+56.30%
Q3 20201.69M$107M+56.81%
Q2 20201.69M$102M+56.57%
Q1 20201.75M$95M+57.62%
Q4 20191.69M$111M+57.77%
Q3 20191.72M$110M+56.20%

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 USMV.