Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,991,944
+$303,992 QoQ
Shares Held
6,034
+4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#619
of 1,829 holders
Holding Since
Mar 2020
10 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, 2026BENJAMIN EDWARDS INC holds $59,742,309 across 9 Insurance - Property & Casualty names. TRV ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
64,331 | $15,306,917 | |
| 2 | PGR |
Progressive Corp/Oh/
|
65,951 | $14,406,995 | |
| 3 | CB |
Chubb Ltd
|
34,686 | $11,818,907 | |
| 4 | WRB |
Berkley W R Corp
|
100,422 | $7,082,763 | |
| 5 | RLI |
Rli Corp
|
95,925 | $5,666,289 | |
| 6 | MKL |
Markel Group Inc.
|
1,378 | $2,691,247 | |
| 7 | TRV |
Travelers Companies, Inc.
This page
|
6,034 | $1,991,944 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
1,417 | $467,340 |
All Filings in TRV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,991,944 | 6,034 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,687,952 | 5,787 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,603,741 | 5,529 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,645,722 | 5,894 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $1,767,369 | 6,606 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,691,750 | 6,397 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,577,829 | 6,550 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,573,520 | 6,721 | Shares | Defined | 2024-11-14 | |
| 2020-06-30 | $6,272 | 55 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,464 | 55 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||