Position in NODK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$174,479
+$16,137 QoQ
Shares Held
13,537
+13.7% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026AE Wealth Management LLC holds $31,217,690 across 15 Insurance - Property & Casualty names. NODK ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
55,778 | $8,776,659 | |
| 2 | TRV |
Travelers Companies, Inc.
|
26,061 | $7,601,461 | |
| 3 | ALL |
Allstate Corp
|
20,090 | $4,165,448 | |
| 4 | CB |
Chubb Ltd
|
7,617 | $2,482,589 | |
| 5 | CNA |
Cna Financial Corp
|
45,601 | $2,093,996 | |
| 6 | PGR |
Progressive Corp/Oh/
|
10,352 | $2,052,161 | |
| 7 | PRCH |
Porch Group, Inc.
|
124,609 | $893,446 | |
| 8 | ORI |
Old Republic International Corp
|
12,442 | $496,420 |
All Filings in NODK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $174,479 | 13,537 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $158,342 | 11,906 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $151,320 | 11,160 | Shares | Other | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||