Position in L
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,295,543
+$4,265,267 QoQ
Shares Held
90,942
+61.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#105
of 781 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in L 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. L ranks #9 (3.0% 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 L
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,295,543 | 90,942 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,030,276 | 56,495 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,728,208 | 44,898 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,608,618 | 35,946 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,494,067 | 27,210 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,420,082 | 26,331 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,947,361 | 22,994 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,747,162 | 22,102 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,601,302 | 21,425 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,612,460 | 20,596 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,403,977 | 20,175 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,121,156 | 17,709 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,033,448 | 17,404 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $712,427 | 12,279 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $580,091 | 9,945 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $406,893 | 8,164 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $423,768 | 7,151 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $353,204 | 5,449 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $318,199 | 5,509 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $317,539 | 5,888 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $253,958 | 4,647 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $346,140 | 6,750 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $283,310 | 6,293 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $238,028 | 6,834 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||