Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,197,608
-$13,326 QoQ
Shares Held
6,657
-12.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#588
of 1,799 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026NICOLET BANKSHARES INC holds $7,756,369 across 7 Insurance - Property & Casualty names. TRV ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
12,323 | $2,932,134 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
6,657 | $2,197,608 | |
| 3 | PGR |
Progressive Corp/Oh/
|
4,087 | $892,805 | |
| 4 | CB |
Chubb Ltd
|
2,175 | $741,108 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
1,205 | $397,421 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
167 | $346,256 | |
| 7 | UFCS |
United Fire Group Inc
|
4,749 | $249,037 |
All Filings in TRV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,197,608 | 6,657 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,210,934 | 7,580 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||