Position in TRV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,038,227
+$98,435 QoQ
Shares Held
3,145
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#800
of 1,829 holders
Holding Since
Mar 2020
23 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, 2026ATLAS CAPITAL ADVISORS INC. holds $5,896,099 across 15 Insurance - Property & Casualty names. TRV ranks #1 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
3,145 | $1,038,227 | |
| 2 | ALL |
Allstate Corp
|
4,058 | $965,560 | |
| 3 | PGR |
Progressive Corp/Oh/
|
3,480 | $760,206 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
3,273 | $700,814 | |
| 5 | CB |
Chubb Ltd
|
1,614 | $549,954 | |
| 6 | FRFHF |
Fairfax Financial Holdings Ltd/ Can
|
311 | $512,157 | |
| 7 | L |
Loews Corp
|
2,513 | $284,496 | |
| 8 | MKL |
Markel Group Inc.
|
124 | $242,173 |
All Filings in TRV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,038,227 | 3,145 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $939,792 | 3,222 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $927,321 | 3,197 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $940,135 | 3,514 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,205,408 | 4,558 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $110,809 | 460 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $107,695 | 460 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $83,979 | 413 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $95,047 | 413 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $47,432 | 249 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $40,664 | 249 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $54,702 | 315 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $59,059 | 315 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $48,258 | 315 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $59,026 | 349 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $47,509 | 260 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $35,353 | 226 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $34,354 | 226 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $33,834 | 226 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $29,628 | 197 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $27,652 | 197 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $22,467 | 197 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $67,756 | 682 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||