SIRP

Shelter Insurance Retirement Plan Portfolio holdings

AUM $90.5M
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.75M
3
+$572K
4
MKL icon
Markel Group
MKL
+$556K

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.5M 57.62%
1,748,100
+61,500
2
$52M 31.7%
838,500
+28,300
3
$17M 10.34%
361,700
+12,200
4
$556K 0.34%
+600