Position in ORI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,671,836
-$869,037 QoQ
Shares Held
114,170
-17.8% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#119
of 651 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ORI 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. ORI ranks #16 (1.3% 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 ORI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,671,836 | 114,170 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,540,873 | 138,869 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,890,151 | 172,878 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,363,578 | 126,291 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,525,639 | 91,718 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,440,926 | 87,734 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,468,266 | 68,203 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,332,300 | 65,847 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,826,838 | 59,121 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,829,405 | 59,551 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,660,570 | 56,482 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,037,566 | 38,514 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $876,192 | 34,811 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $879,742 | 35,232 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $780,310 | 32,311 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $569,358 | 27,203 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $574,093 | 25,675 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $541,407 | 20,928 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $459,572 | 18,697 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $427,373 | 18,477 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $450,098 | 18,069 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $451,869 | 20,690 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $440,459 | 22,347 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $286,029 | 19,405 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $191,903 | 11,766 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $189,130 | 12,402 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||