Position in CB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$67,761,498
+$7,267,024 QoQ
Shares Held
207,902
+7.3% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.757087473905975.ToString("F0")%
Shared 0.ToString("F0")%
None 99.24291252609403.ToString("F0")%
Common Shares in CB 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. CB ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
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 CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,761,498 | 207,902 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $60,494,474 | 193,818 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,932,223 | 159,193 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,378,036 | 149,724 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $43,383,580 | 143,659 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,132,097 | 127,152 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,107,854 | 132,140 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $36,047,893 | 141,320 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $33,538,936 | 129,429 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $28,843,250 | 127,625 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $38,464,377 | 184,765 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $19,030,319 | 98,828 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $18,782,642 | 96,728 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,016,361 | 90,736 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,369,358 | 95,499 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $18,978,619 | 96,544 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,340,589 | 99,769 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,881,278 | 20,078 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,723,339 | 27,227 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,431,723 | 27,883 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,637,417 | 23,026 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,304,200 | 21,467 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,012,475 | 17,331 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,853,083 | 14,635 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,774,195 | 15,885 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||