Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$73,370,521
+$5,609,023 QoQ
Shares Held
215,327
+3.6% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#157
of 2,138 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CB 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. CB ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
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 CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,370,521 | 215,327 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||