Position in TRV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,267,057
+$89,995 QoQ
Shares Held
4,344
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 24.8158379373849.ToString("F0")%
Shared 0.ToString("F0")%
None 75.1841620626151.ToString("F0")%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Curi Capital, LLC holds $64,962,629 across 8 Insurance - Property & Casualty names. TRV ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFG |
American Financial Group Inc
|
128,832 | $16,453,134 | |
| 2 | PGR |
Progressive Corp/Oh/
|
79,243 | $15,709,132 | |
| 3 | WRB |
Berkley W R Corp
|
212,241 | $14,067,333 | |
| 4 | CB |
Chubb Ltd
|
30,580 | $9,966,938 | |
| 5 | MKL |
Markel Group Inc.
|
1,959 | $3,749,662 | |
| 6 | ALL |
Allstate Corp
|
10,602 | $2,198,218 | |
| 7 | CINF |
Cincinnati Financial Corp
|
9,858 | $1,551,155 | |
| 8 | TRV |
Travelers Companies, Inc.
This page
|
4,344 | $1,267,057 |
All Filings in TRV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,267,057 | 4,344 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,177,062 | 4,058 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,172,723 | 4,200 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,083,804 | 4,051 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $504,589 | 1,908 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $260,883 | 1,083 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $459,577 | 1,963 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $497,332 | 2,161 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $244,017 | 1,281 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $211,159 | 1,293 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $223,674 | 1,288 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $245,287 | 1,431 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $203,909 | 1,331 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $228,663 | 1,352 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $247,050 | 1,352 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $211,493 | 1,352 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $205,517 | 1,352 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $202,407 | 1,352 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $920,297 | 6,119 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $886,998 | 6,319 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $684,950 | 6,331 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $725,700 | 6,363 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $680,944 | 6,854 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||