Position in TRV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,889,870
+$451,426 QoQ
Shares Held
8,754
+4.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#527
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $15,556,754 across 10 Insurance - Property & Casualty names. TRV ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
14,221 | $4,845,662 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
8,754 | $2,889,870 | |
| 3 | PGR |
Progressive Corp/Oh/
|
11,053 | $2,414,527 | |
| 4 | ALL |
Allstate Corp
|
9,906 | $2,357,033 | |
| 5 | MKL |
Markel Group Inc.
|
383 | $748,002 | |
| 6 | CINF |
Cincinnati Financial Corp
|
3,938 | $729,081 | |
| 7 | L |
Loews Corp
|
5,575 | $631,145 | |
| 8 | WRB |
Berkley W R Corp
|
5,958 | $420,217 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,889,870 | 8,754 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,438,444 | 8,360 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,911,041 | 10,036 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,791,920 | 9,999 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,666,838 | 9,968 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,824,167 | 10,679 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,528,622 | 10,497 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $2,414,713 | 10,314 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $1,984,801 | 9,761 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $2,240,643 | 9,736 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,902,042 | 9,985 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $1,532,664 | 9,385 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,649,422 | 9,498 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,652,220 | 9,639 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,799,341 | 9,597 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $1,327,784 | 8,667 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,535,869 | 9,081 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,670,152 | 9,140 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $1,324,179 | 8,465 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,253,018 | 8,243 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,198,129 | 8,003 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,151,011 | 7,653 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $1,044,633 | 7,442 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $717,407 | 6,631 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $724,901 | 6,356 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $517,911 | 5,213 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||