Position in BOW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,840,347
+$2,529,000 QoQ
Shares Held
128,311
+119.5% QoQ
Ownership
0.389%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 173 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOW Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Creative Planning holds $347,734,821 across 35 Insurance - Property & Casualty names. BOW ranks #18 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
215,327 | $73,370,521 | |
| 2 | TRV |
Travelers Companies, Inc.
|
152,783 | $50,436,723 | |
| 3 | PGR |
Progressive Corp/Oh/
|
154,700 | $33,794,214 | |
| 4 | ALL |
Allstate Corp
|
136,521 | $32,483,806 | |
| 5 | CINF |
Cincinnati Financial Corp
|
134,765 | $24,950,391 | |
| 6 | MKL |
Markel Group Inc.
|
8,072 | $15,764,695 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
49,954 | $10,696,150 | |
| 8 | WRB |
Berkley W R Corp
|
150,386 | $10,606,724 |
All Filings in BOW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,840,347 | 128,311 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,311,347 | 58,464 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,598,209 | 126,076 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $589,227 | 21,791 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $224,804 | 5,990 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||