Position in SAFT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,736,929
-$1,055,028 QoQ
Shares Held
37,678
-22.6% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAFT 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. SAFT ranks #18 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
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 SAFT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,736,929 | 37,678 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,791,957 | 48,671 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,217,474 | 31,369 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,425,526 | 17,956 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $363,952 | 4,614 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $524,887 | 6,370 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $299,314 | 3,660 | Shares | Defined | 2024-10-11 | |
| 2023-09-30 | $15,342 | 225 | Shares | Sole | 2023-11-16 | |
| 2022-03-31 | $40,882 | 450 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||