Position in TRV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$966,591
+$223,099 QoQ
Shares Held
2,928
+14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#820
of 1,829 holders
Holding Since
Mar 2020
24 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 Jun 30, 2026Crestwood Advisors Group, LLC holds $8,880,885 across 13 Insurance - Property & Casualty names. TRV ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,583 | $1,902,351 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,283 | $1,590,971 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
2,928 | $966,591 | |
| 4 | ALL |
Allstate Corp
|
3,803 | $904,885 | |
| 5 | MKL |
Markel Group Inc.
|
438 | $855,418 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
2,805 | $600,606 | |
| 7 | L |
Loews Corp
|
4,306 | $487,482 | |
| 8 | PLMR |
Palomar Holdings, Inc.
|
2,483 | $313,826 |
All Filings in TRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,591 | 2,928 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $743,492 | 2,549 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $705,425 | 2,432 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $535,264 | 1,917 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $431,006 | 1,611 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $427,631 | 1,617 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $598,370 | 2,484 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $324,256 | 1,385 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $245,024 | 1,205 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $314,831 | 1,368 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $264,209 | 1,387 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $212,139 | 1,299 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $444,163 | 2,369 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $362,930 | 2,369 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $432,972 | 2,560 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $490,447 | 2,684 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,388,785 | 8,878 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $24,137,667 | 158,790 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $23,254,454 | 155,330 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $23,069,856 | 153,390 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $20,490,089 | 145,972 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $16,000,760 | 147,895 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $17,046,027 | 149,461 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,358,317 | 154,588 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||