Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$493,859
+$81,132 QoQ
Shares Held
1,496
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,066
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,488,477 across 7 Insurance - Property & Casualty names. TRV ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,496 | $493,859 | |
| 2 | CB |
Chubb Ltd
|
1,207 | $411,273 | |
| 3 | PGR |
Progressive Corp/Oh/
|
928 | $202,721 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
402 | $132,583 | |
| 5 | MKL |
Markel Group Inc.
|
49 | $95,697 | |
| 6 | WRB |
Berkley W R Corp
|
1,110 | $78,288 | |
| 7 | CINF |
Cincinnati Financial Corp
|
400 | $74,056 |
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,859 | 1,496 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $412,727 | 1,415 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $419,136 | 1,445 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $403,472 | 1,445 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $457,493 | 1,710 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $454,871 | 1,720 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $414,330 | 1,720 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $402,686 | 1,720 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $359,911 | 1,770 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $407,347 | 1,770 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $337,548 | 1,772 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $289,058 | 1,770 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $316,929 | 1,825 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $312,823 | 1,825 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $384,354 | 2,050 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $314,060 | 2,050 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $336,568 | 1,990 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $377,337 | 2,065 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $346,492 | 2,215 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $355,703 | 2,340 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $583,120 | 3,895 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $600,848 | 3,995 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $567,094 | 4,040 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $447,041 | 4,132 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $471,254 | 4,132 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $450,254 | 4,532 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||