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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WTM holding history

White Mountains Insurance Group 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.

WTM overviewAll 13F holders of WTMFull Q2 2026 holdings

Shares (Q2 2026)
3,861
Value
$8.01M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WTM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,861$8.01M<0.1%−188−4.6%ReducedHolders
Q1 20264,049$8.90M<0.1%+634+18.6%AddedHolders
Q4 20253,415$7.10M<0.1%+313+10.1%AddedHolders
Q3 20253,102$5.18M<0.1%+260+9.1%AddedHolders
Q2 20252,842$5.10M<0.1%+152+5.7%AddedHolders
Q1 20252,690$5.18M<0.1%+427+18.9%AddedHolders
Q4 20242,263$4.40M<0.1%−73−3.1%ReducedHolders
Q3 20242,336$3.96M<0.1%−38−1.6%ReducedHolders
Q2 20242,374$4.31M<0.1%+46+2.0%AddedHolders
Q1 20242,328$4.18M<0.1%+424+22.3%AddedHolders
Q4 20231,904$2.87M<0.1%−79−4.0%ReducedHolders
Q3 20231,983$2.97M<0.1%−21−1.0%ReducedHolders
Q2 20232,004$2.78M<0.1%+63+3.2%AddedHolders
Q1 20231,941$2.67M<0.1%+197+11.3%AddedHolders
Q4 20221,744$2.47M<0.1%−168−8.8%ReducedHolders
Q3 20221,912$2.49M<0.1%−8−0.4%ReducedHolders
Q2 20221,920$2.39M<0.1%+51+2.7%AddedHolders
Q1 20221,869$2.12M<0.1%+227+13.8%AddedHolders
Q4 20211,642$1.67M<0.1%+8+0.5%AddedHolders
Q3 20211,634$1.75M<0.1%−3−0.2%ReducedHolders
Q2 20211,637$1.88M<0.1%−77−4.5%ReducedHolders
Q1 20211,714$1.91M<0.1%––Holders

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