Position in TRV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,739,732
+$194,704 QoQ
Shares Held
5,270
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#659
of 1,829 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ARVEST INVESTMENTS, INC. holds $1,739,732 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
5,270 | $1,739,732 |
All Filings in TRV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,739,732 | 5,270 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,545,028 | 5,297 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,555,881 | 5,364 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,511,697 | 5,414 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,467,991 | 5,487 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $1,455,852 | 5,505 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,345,129 | 5,584 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,520,228 | 15,036 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,292,481 | 16,192 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,806,285 | 16,539 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,527,684 | 18,519 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||