Position in ITIC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$752,893
+$382,763 QoQ
Shares Held
2,751
+61.5% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 123 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITIC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Creative Planning holds $51,650,051 across 12 Insurance - Specialty names. ITIC ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESNT |
Essent Group Ltd.
|
144,008 | $9,256,834 | |
| 2 | MTG |
Mgic Investment Corp
|
320,238 | $9,030,711 | |
| 3 | AMSF |
Amerisafe Inc
|
180,616 | $6,110,238 | |
| 4 | NMIH |
NMI Holdings, Inc.
|
144,458 | $5,935,778 | |
| 5 | ACT |
Enact Holdings, Inc.
|
109,452 | $5,003,050 | |
| 6 | RDN |
Radian Group Inc
|
118,507 | $4,464,158 | |
| 7 | AXS |
Axis Capital Holdings Ltd
|
35,422 | $3,805,739 | |
| 8 | FNF |
Fidelity National Financial, Inc.
|
76,725 | $3,618,351 |
All Filings in ITIC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,893 | 2,751 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $370,130 | 1,703 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $354,738 | 1,421 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $365,319 | 1,364 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $6,629 | 28 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||