Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$40,349,577
-$1,627,258 QoQ
Shares Held
122,227
-15.1% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#137
of 1,799 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Derivatives in TRV
reported options exposure · as of Jun 30, 2024CallValue
$1,155
CallShares
1,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $351,845,262 across 25 Insurance - Property & Casualty names. TRV ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
61,151 | $119,428,514 | |
| 2 | CB |
Chubb Ltd
|
246,875 | $84,120,187 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
122,227 | $40,349,577 | |
| 4 | CINF |
Cincinnati Financial Corp
|
143,749 | $26,613,689 | |
| 5 | PGR |
Progressive Corp/Oh/
|
112,149 | $24,498,949 | |
| 6 | ALL |
Allstate Corp
|
88,976 | $21,170,949 | |
| 7 | L |
Loews Corp
|
130,761 | $14,803,452 | |
| 8 | WRB |
Berkley W R Corp
|
64,439 | $4,544,882 |
All Filings in TRV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,349,577 | 122,227 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $41,976,835 | 143,914 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $50,900,889 | 175,484 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $48,400,274 | 173,341 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $45,261,882 | 169,178 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $42,420,970 | 160,406 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $37,703,861 | 156,519 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $29,085,664 | 124,234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,275,313 | 114,465 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $1,155 | 1,400 | Call | Sole | 2024-08-13 | |
| 2023-12-31 | $18,480,958 | 97,018 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,262,731 | 81,212 | Shares | Sole | 2023-11-08 | |
| 2021-03-31 | $6,332,592 | 42,105 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||