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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CB holding history

Chubb Ltd in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
215,327
Value
$73.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CB by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026215,327$73.4M<0.1%+7,425+3.6%AddedHolders
Q1 2026207,902$67.8M<0.1%+14,084+7.3%AddedHolders
Q4 2025193,818$60.5M<0.1%+34,625+21.8%AddedHolders
Q3 2025159,193$44.9M<0.1%+9,469+6.3%AddedHolders
Q2 2025149,724$43.4M<0.1%+6,065+4.2%AddedHolders
Q1 2025143,659$43.4M<0.1%+16,507+13.0%AddedHolders
Q4 2024127,152$35.1M<0.1%−4,988−3.8%ReducedHolders
Q3 2024132,140$38.1M<0.1%−9,180−6.5%ReducedHolders
Q2 2024141,320$36.0M<0.1%+11,891+9.2%AddedHolders
Q1 2024129,429$33.5M<0.1%+1,804+1.4%AddedHolders
Q4 2023127,625$28.8M0.1%−57,140−30.9%ReducedHolders
Q3 2023184,765$38.5M0.1%+85,937+87.0%AddedHolders
Q2 202398,828$19.0M<0.1%+2,100+2.2%AddedHolders
Q1 202396,728$18.8M<0.1%+5,992+6.6%AddedHolders
Q4 202290,736$20.0M<0.1%−4,763−5.0%ReducedHolders
Q3 202295,499$17.4M<0.1%−1,045−1.1%ReducedHolders
Q2 202296,544$19.0M<0.1%−3,225−3.2%ReducedHolders
Q1 202299,769$21.3M<0.1%+79,691+396.9%AddedHolders
Q4 202120,078$3.88M<0.1%−7,149−26.3%ReducedHolders
Q3 202127,227$4.72M<0.1%−656−2.4%ReducedHolders
Q2 202127,883$4.43M<0.1%+4,857+21.1%AddedHolders
Q1 202123,026$3.64M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.