Position in AFG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,210,506
+$1,766,132 QoQ
Shares Held
56,460
+41.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.035423308537017355.ToString("F0")%
Shared 0.ToString("F0")%
None 99.96457669146298.ToString("F0")%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Creative Planning holds $286,763,521 across 34 Insurance - Property & Casualty names. AFG ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
207,902 | $67,761,498 | |
| 2 | TRV |
Travelers Companies, Inc.
|
141,423 | $41,250,260 | |
| 3 | PGR |
Progressive Corp/Oh/
|
134,965 | $26,755,461 | |
| 4 | ALL |
Allstate Corp
|
118,130 | $24,493,074 | |
| 5 | CINF |
Cincinnati Financial Corp
|
126,195 | $19,856,783 | |
| 6 | MKL |
Markel Group Inc.
|
7,133 | $13,653,060 | |
| 7 | CNA |
Cna Financial Corp
|
220,035 | $10,104,007 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
4,049 | $8,895,491 |
All Filings in AFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,210,506 | 56,460 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,444,374 | 39,833 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,361,037 | 36,790 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,809,396 | 30,183 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,872,953 | 29,488 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,821,031 | 27,905 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,740,937 | 27,793 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,378,621 | 27,464 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,692,329 | 27,054 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,330,227 | 28,011 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,055,960 | 27,366 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,422,731 | 28,823 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,200,795 | 26,344 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,554,041 | 25,889 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,109,760 | 25,297 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,360,312 | 24,208 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,386,393 | 23,255 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,952,756 | 28,785 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,056,091 | 8,393 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,046,774 | 8,393 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,134,610 | 9,944 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $791,033 | 9,028 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $603,824 | 9,015 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $547,088 | 8,621 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $657,280 | 9,379 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||