Position in NODK
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$3,222
-$103 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026NewEdge Advisors, LLC holds $60,028,622 across 19 Insurance - Property & Casualty names. NODK ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
96,634 | $31,495,919 | |
| 2 | PGR |
Progressive Corp/Oh/
|
46,214 | $9,161,463 | |
| 3 | ALL |
Allstate Corp
|
38,693 | $8,022,606 | |
| 4 | CINF |
Cincinnati Financial Corp
|
18,676 | $2,938,668 | |
| 5 | TRV |
Travelers Companies, Inc.
|
8,799 | $2,566,492 | |
| 6 | MKL |
Markel Group Inc.
|
1,223 | $2,340,907 | |
| 7 | AIZ |
Assurant, Inc.
|
4,657 | $1,014,341 | |
| 8 | ORI |
Old Republic International Corp
|
23,357 | $931,944 |
All Filings in NODK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,222 | 250 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $3,325 | 250 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,390 | 250 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,185 | 250 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,565 | 250 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,925 | 250 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,920 | 250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,214 | 733 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $9,438 | 623 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,247 | 250 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,217 | 250 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,712 | 250 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,250 | 250 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,317 | 250 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||