Position in NODK
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$436
-$68 QoQ
Shares Held
34
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NODK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $20,437,055 across 42 Insurance - Property & Casualty names. NODK ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
68,133 | $13,506,681 | |
| 2 | CB |
Chubb Ltd
|
7,116 | $2,319,308 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,869 | $836,821 | |
| 4 | ALL |
Allstate Corp
|
2,937 | $608,950 | |
| 5 | ORI |
Old Republic International Corp
|
11,951 | $476,840 | |
| 6 | L |
Loews Corp
|
3,227 | $344,443 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,071 | $325,865 | |
| 8 | WRB |
Berkley W R Corp
|
4,812 | $318,933 |
All Filings in NODK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436 | 34 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $504 | 38 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $515 | 38 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $177 | 14 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $242 | 17 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $329 | 21 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||