Position in SLDE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$406,770
-$253,164 QoQ
Shares Held
21,000
-42.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#144
of 216 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLDE Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $7,096,322 across 7 Insurance - Property & Casualty names. SLDE ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
19,286 | $3,570,610 | |
| 2 | CB |
Chubb Ltd
|
2,786 | $949,301 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,037 | $672,454 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,008 | $657,097 | |
| 5 | ALL |
Allstate Corp
|
2,581 | $614,123 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
This page
|
21,000 | $406,770 | |
| 7 | L |
Loews Corp
|
1,996 | $225,967 |
All Filings in SLDE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,770 | 21,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $659,934 | 36,663 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $714,195 | 36,663 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||