Position in TRV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$342,724
+$36,711 QoQ
Shares Held
1,175
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CI INVESTMENTS INC. holds $16,953,547 across 8 Insurance - Property & Casualty names. TRV ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMND |
Lemonade, Inc.
|
131,261 | $8,227,439 | |
| 2 | MKL |
Markel Group Inc.
|
1,077 | $2,061,453 | |
| 3 | WRB |
Berkley W R Corp
|
28,655 | $1,899,253 | |
| 4 | PGR |
Progressive Corp/Oh/
|
9,216 | $1,826,979 | |
| 5 | CINF |
Cincinnati Financial Corp
|
7,319 | $1,151,644 | |
| 6 | CB |
Chubb Ltd
|
3,428 | $1,117,288 | |
| 7 | TRV |
Travelers Companies, Inc.
This page
|
1,175 | $342,724 | |
| 8 | ALL |
Allstate Corp
|
1,576 | $326,767 |
All Filings in TRV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,724 | 1,175 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $306,013 | 1,055 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $331,434 | 1,187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $368,670 | 1,378 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $300,691 | 1,137 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $269,315 | 1,118 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,434,687 | 6,128 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,114,303 | 5,480 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,217,670 | 5,291 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $834,917 | 4,383 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $601,960 | 3,686 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $622,571 | 3,585 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $606,791 | 3,540 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $665,027 | 3,547 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $49,024 | 320 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,904 | 29 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,664 | 31 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $84,472 | 540 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,414,149 | 9,303 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,411,615 | 9,429 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,202,748 | 7,997 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,444,407 | 10,290 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $582,278 | 5,382 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $309,531 | 2,714 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,199,055 | 12,069 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||