Position in NODK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$309
+$83 QoQ
Shares Held
24
+41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Allworth Financial LP holds $71,369,885 across 43 Insurance - Property & Casualty names. NODK ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
77,126 | $25,137,677 | |
| 2 | TRV |
Travelers Companies, Inc.
|
52,086 | $15,192,444 | |
| 3 | ALL |
Allstate Corp
|
63,597 | $13,186,201 | |
| 4 | AFG |
American Financial Group Inc
|
50,770 | $6,483,836 | |
| 5 | SLDE |
Slide Insurance Holdings, Inc.
|
220,084 | $3,961,512 | |
| 6 | PGR |
Progressive Corp/Oh/
|
10,238 | $2,029,581 | |
| 7 | ORI |
Old Republic International Corp
|
46,040 | $1,836,996 | |
| 8 | CINF |
Cincinnati Financial Corp
|
6,222 | $979,031 |
All Filings in NODK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309 | 24 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $226 | 17 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $244 | 18 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $216 | 17 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||