EVERGREEN CAPITAL MANAGEMENT LLC
Position in TRV — Travelers Companies, Inc.
CIK 1260824
Bellevue, WA
Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,014,788
+$40,870 QoQ
Shares Held
3,074
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#176
of 559 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 20%
Shared 80%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $29,787,682 across 20 Insurance - Property & Casualty names. TRV ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
28,631 | $9,755,726 | |
| 2 | HCI |
HCI Group, Inc.
|
38,524 | $6,751,331 | |
| 3 | PGR |
Progressive Corp/Oh/
|
10,471 | $2,287,389 | |
| 4 | ALL |
Allstate Corp
|
6,624 | $1,576,114 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
3,074 | $1,014,788 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
4,727 | $1,012,145 | |
| 7 | CNA |
Cna Financial Corp
|
18,863 | $916,930 | |
| 8 | L |
Loews Corp
|
7,509 | $850,093 |
All Filings in TRV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,788 | 3,074 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $973,918 | 3,339 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $665,977 | 2,296 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $542,802 | 1,944 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $473,545 | 1,770 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $496,126 | 1,876 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $429,747 | 1,784 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $466,132 | 1,991 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $422,947 | 2,080 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $444,860 | 1,933 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $361,168 | 1,896 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $302,776 | 1,854 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $350,445 | 2,018 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $334,420 | 1,951 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $346,480 | 1,848 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $222,139 | 1,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $249,635 | 1,476 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $278,663 | 1,525 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $404,215 | 2,584 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $236,071 | 1,553 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $237,225 | 1,690 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $278,676 | 2,805 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||