Shelter Insurance Retirement Plan’s Otis Worldwide OTIS Stock Holding History

Shelter Insurance Retirement Plan’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Hold	16,000	–	–	1.14%	6
2026 Q1	$1.23M	Hold	16,000	–	–	1.37%	5
2025 Q4	$1.4M	Hold	16,000	–	–	1.51%	5
2025 Q3	$1.46M	Hold	16,000	–	–	1.62%	5
2025 Q2	$1.58M	Hold	16,000	–	–	1.86%	5
2025 Q1	$1.65M	Hold	16,000	–	–	2.14%	5
2024 Q4	$1.48M	Hold	16,000	–	–	1.9%	5
2024 Q3	$1.62M	Hold	16,000	–	–	2%	5
2024 Q2	$1.54M	Hold	16,000	–	–	2.05%	5
2024 Q1	$1.59M	Hold	16,000	–	–	2.17%	5
2023 Q4	$1.43M	Hold	16,000	–	–	1.39%	5
2023 Q3	$1.28M	Hold	16,000	–	–	1.25%	6
2023 Q2	$1.42M	Hold	16,000	–	–	1.33%	5
2023 Q1	$1.35M	Hold	16,000	–	–	1.22%	5
2022 Q4	$1.25M	Hold	16,000	–	–	1.11%	4
2022 Q3	$1.02M	Hold	16,000	–	–	0.73%	5
2022 Q2	$1.13M	Hold	16,000	–	–	0.75%	5
2022 Q1	$1.23M	Hold	16,000	–	–	0.69%	5
2021 Q4	$1.39M	Hold	16,000	–	–	0.74%	5
2021 Q3	$1.32M	Hold	16,000	–	–	0.74%	5
2021 Q2	$1.31M	Hold	16,000	–	–	0.75%	5
2021 Q1	$1.09M	Hold	16,000	–	–	0.56%	7
2020 Q4	$1.08M	Hold	16,000	–	–	0.54%	7
2020 Q3	$998K	Hold	16,000	–	–	0.53%	7
2020 Q2	$910K	Buy	+16,000	New	+$829K	0.5%	7

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Shelter Insurance Retirement Plan's OTIS Position: Q2 2026 in Review

Shelter Insurance Retirement Plan held its Otis Worldwide (OTIS) position steady in Q2 2026 at 16,000 shares worth $1.15M. The position accounts for 1.14% of the portfolio, ranked #6.

Shelter Insurance Retirement Plan first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.65M in Q1 2025. 1,220 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Shelter Insurance Retirement Plan held 16,000 shares of Otis Worldwide worth $1.15M as of Q2 2026.
Shelter Insurance Retirement Plan left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 1.14% of Shelter Insurance Retirement Plan's portfolio in Q2 2026, its #6 holding.
Shelter Insurance Retirement Plan first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
Shelter Insurance Retirement Plan's Otis Worldwide position peaked at $1.65M in Q1 2025.
1,220 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Shelter Insurance Retirement Plan's 13F filing for Q2 2026, filed 11 Aug 2026.