Position in TRV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,744,023
+$213,287 QoQ
Shares Held
5,283
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#658
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026Roundview Capital LLC holds $27,982,667 across 7 Insurance - Property & Casualty names. TRV ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
72,363 | $15,807,697 | |
| 2 | MKL |
Markel Group Inc.
|
2,923 | $5,708,648 | |
| 3 | CB |
Chubb Ltd
|
10,024 | $3,415,577 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
5,283 | $1,744,023 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
358 | $742,273 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
3,611 | $350,303 | |
| 7 | ALL |
Allstate Corp
|
900 | $214,146 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,744,023 | 5,283 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,530,736 | 5,248 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,532,386 | 5,283 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,470,093 | 5,265 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,408,063 | 5,263 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,399,522 | 5,292 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,274,789 | 5,292 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,238,963 | 5,292 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,045,370 | 5,141 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,298,680 | 5,643 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,076,078 | 5,649 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $940,012 | 5,756 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,032,756 | 5,947 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,015,947 | 5,927 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,114,815 | 5,946 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $888,100 | 5,797 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $927,339 | 5,483 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $973,768 | 5,329 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $848,007 | 5,421 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $822,526 | 5,411 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $819,512 | 5,474 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $851,113 | 5,659 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $791,125 | 5,636 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $613,004 | 5,666 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $680,422 | 5,966 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $766,385 | 7,714 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||