Position in THG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,405,802
+$751,995 QoQ
Shares Held
36,953
+19.5% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in THG 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. THG ranks #12 (2.2% 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 THG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,405,802 | 36,953 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,653,807 | 30,934 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,411,065 | 24,286 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,155,335 | 18,575 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,785,461 | 16,013 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,101,210 | 13,586 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,883,662 | 12,718 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,320,254 | 10,525 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,390,022 | 10,208 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,216,506 | 10,019 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $788,734 | 7,107 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $748,710 | 6,624 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $613,073 | 4,771 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $527,142 | 3,901 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $449,643 | 3,509 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $456,738 | 3,123 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $471,735 | 3,155 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $451,239 | 3,443 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $402,210 | 3,103 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $420,890 | 3,103 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $426,700 | 3,296 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $378,119 | 3,234 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $309,264 | 3,319 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $310,677 | 3,066 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $265,761 | 2,934 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||