Position in NODK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$234,206
+$59,727 QoQ
Shares Held
14,909
+10.1% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 79 holders
Holding Since
Sep 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 Jun 30, 2026AE Wealth Management LLC holds $55,493,692 across 15 Insurance - Property & Casualty names. NODK ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
613,239 | $25,093,708 | |
| 2 | ALL |
Allstate Corp
|
26,054 | $6,199,271 | |
| 3 | TRV |
Travelers Companies, Inc.
|
16,535 | $5,458,516 | |
| 4 | PGR |
Progressive Corp/Oh/
|
20,265 | $4,426,868 | |
| 5 | CB |
Chubb Ltd
|
11,071 | $3,772,311 | |
| 6 | CNA |
Cna Financial Corp
|
49,457 | $2,404,101 | |
| 7 | CINF |
Cincinnati Financial Corp
|
11,357 | $2,102,623 | |
| 8 | PRCH |
Porch Group, Inc.
|
126,509 | $1,902,695 |
All Filings in NODK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,206 | 14,909 | Shares | Other | 2026-08-03 | |
| 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. | ||||||