Creative Planning
Position in WTM — White Mountains Insurance Group Ltd
CIK 1540235
OVERLAND PARK, KS
Position in WTM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,005,358
-$890,133 QoQ
Shares Held
3,861
-4.6% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
of 354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTM 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. WTM ranks #13 (2.3% 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 WTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,005,358 | 3,861 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,895,491 | 4,049 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,096,472 | 3,415 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,185,054 | 3,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,103,436 | 2,842 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,180,429 | 2,690 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,401,671 | 2,263 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,962,322 | 2,336 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,314,626 | 2,374 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,177,130 | 2,328 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,865,539 | 1,904 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,965,953 | 1,983 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,783,375 | 2,004 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,673,708 | 1,941 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,466,591 | 1,744 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,491,374 | 1,912 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,392,569 | 1,920 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,123,632 | 1,869 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,664,823 | 1,642 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,747,742 | 1,634 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,879,325 | 1,637 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,910,938 | 1,714 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,493,985 | 1,493 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,307,162 | 1,678 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,490,013 | 1,678 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,407,770 | 1,547 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||