Position in ORI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$369,506
+$20,541 QoQ
Shares Held
9,030
+3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#377
of 651 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Compound Planning, Inc. holds $9,727,732 across 11 Insurance - Property & Casualty names. ORI ranks #10 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,393 | $1,837,610 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,240 | $1,581,577 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,564 | $1,506,667 | |
| 4 | ALL |
Allstate Corp
|
4,777 | $1,136,639 | |
| 5 | MKL |
Markel Group Inc.
|
412 | $804,640 | |
| 6 | L |
Loews Corp
|
6,825 | $772,658 | |
| 7 | AIZ |
Assurant, Inc.
|
2,114 | $567,671 | |
| 8 | CINF |
Cincinnati Financial Corp
|
2,473 | $457,851 |
All Filings in ORI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,506 | 9,030 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $348,965 | 8,746 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $372,559 | 8,163 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $360,230 | 8,482 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $338,464 | 8,805 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $333,291 | 8,498 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $279,169 | 7,714 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $262,533 | 7,412 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $203,940 | 6,600 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||