Position in NODK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$223,034
+$39,455 QoQ
Shares Held
14,197
-0.3% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 79 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NODK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Creative Planning holds $347,734,821 across 35 Insurance - Property & Casualty names. NODK ranks #35 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
215,327 | $73,370,521 | |
| 2 | TRV |
Travelers Companies, Inc.
|
152,783 | $50,436,723 | |
| 3 | PGR |
Progressive Corp/Oh/
|
154,700 | $33,794,214 | |
| 4 | ALL |
Allstate Corp
|
136,521 | $32,483,806 | |
| 5 | CINF |
Cincinnati Financial Corp
|
134,765 | $24,950,391 | |
| 6 | MKL |
Markel Group Inc.
|
8,072 | $15,764,695 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
49,954 | $10,696,150 | |
| 8 | WRB |
Berkley W R Corp
|
150,386 | $10,606,724 |
All Filings in NODK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,034 | 14,197 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $183,579 | 14,242 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $189,378 | 14,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $188,931 | 13,933 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $176,640 | 13,865 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $195,590 | 13,716 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $213,300 | 13,586 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $243,557 | 15,533 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $207,054 | 13,533 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $205,024 | 13,533 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $175,793 | 13,533 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $174,169 | 13,533 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $200,965 | 13,533 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $175,929 | 13,533 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $179,582 | 13,533 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $180,800 | 13,533 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $222,347 | 13,533 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $229,519 | 13,533 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $255,909 | 13,533 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $237,639 | 13,533 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $250,089 | 13,533 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $222,211 | 13,533 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $228,572 | 13,533 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $199,882 | 13,533 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $197,067 | 14,533 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||