Position in SIGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,718,752
+$4,702,000 QoQ
Shares Held
100,183
+50.6% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#61
of 374 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SIGI 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. SIGI ranks #12 (2.8% 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 SIGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,718,752 | 100,183 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,016,752 | 66,544 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,493,210 | 77,605 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,884,627 | 72,587 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,929,605 | 56,891 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,055,222 | 44,300 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,160,236 | 44,485 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,401,157 | 36,454 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,050,504 | 32,511 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,551,080 | 32,528 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,862,934 | 28,779 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,844,499 | 27,571 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,571,267 | 26,798 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,354,651 | 24,700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,197,528 | 24,800 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,119,574 | 26,039 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,183,758 | 25,118 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,230,872 | 24,965 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,044,075 | 24,946 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,902,298 | 25,186 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,043,843 | 25,186 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,930,942 | 26,619 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,050,525 | 30,614 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,582,236 | 30,729 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,620,647 | 30,729 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,535,282 | 30,891 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||