Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,615,532
+$2,154,743 QoQ
Shares Held
53,361
+0.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#224
of 1,829 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $55,302,154 across 19 Insurance - Property & Casualty names. TRV ranks #1 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
53,361 | $17,615,532 | |
| 2 | WRB |
Berkley W R Corp
|
179,803 | $12,681,505 | |
| 3 | PGR |
Progressive Corp/Oh/
|
54,213 | $11,842,829 | |
| 4 | MKL |
Markel Group Inc.
|
3,741 | $7,306,210 | |
| 5 | AIZ |
Assurant, Inc.
|
18,958 | $5,090,791 | |
| 6 | CB |
Chubb Ltd
|
1,605 | $546,887 | |
| 7 | CINF |
Cincinnati Financial Corp
|
674 | $124,784 | |
| 8 | L |
Loews Corp
|
378 | $42,793 |
All Filings in TRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,615,532 | 53,361 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $15,460,789 | 53,006 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $15,219,447 | 52,470 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,846,406 | 53,171 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,233,395 | 53,201 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,744,250 | 51,971 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $12,222,276 | 50,738 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $11,798,243 | 50,394 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,291,240 | 50,611 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,518,046 | 50,048 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,483,163 | 49,783 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,025,869 | 49,145 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $8,396,981 | 48,353 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,960,794 | 46,443 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $8,700,285 | 46,404 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $6,985,154 | 45,595 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,419,902 | 43,871 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,886,809 | 43,161 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $6,664,230 | 42,602 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,354,170 | 41,801 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,136,463 | 40,989 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $4,254,571 | 39,325 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,087,209 | 35,837 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,371,442 | 33,935 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||