Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,943,810
+$1,046,212 QoQ
Shares Held
18,005
+7.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#375
of 1,799 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026&PARTNERS holds $114,662,112 across 21 Insurance - Property & Casualty names. TRV ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
200,613 | $68,356,873 | |
| 2 | WRB |
Berkley W R Corp
|
105,210 | $7,420,461 | |
| 3 | PGR |
Progressive Corp/Oh/
|
28,171 | $6,153,954 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
18,005 | $5,943,810 | |
| 5 | MKL |
Markel Group Inc.
|
2,984 | $5,827,781 | |
| 6 | ALL |
Allstate Corp
|
19,528 | $4,646,492 | |
| 7 | RLI |
Rli Corp
|
50,858 | $3,004,182 | |
| 8 | CINF |
Cincinnati Financial Corp
|
9,889 | $1,830,849 |
All Filings in TRV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,943,810 | 18,005 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,897,598 | 16,791 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,073,439 | 17,491 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,368,117 | 15,644 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,736,463 | 13,966 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,019,604 | 11,418 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,943,916 | 12,221 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,815,132 | 7,753 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $413,186 | 2,032 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $207,443 | 1,089 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||