Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$822,328
-$3,409,067 QoQ
Shares Held
2,491
-82.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#873
of 1,829 holders
Holding Since
Mar 2020
17 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, 2026Edgestream Partners, L.P. holds $42,081,862 across 12 Insurance - Property & Casualty names. TRV ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
|
6,578 | $13,638,758 | |
| 2 | PGR |
Progressive Corp/Oh/
|
26,143 | $5,710,938 | |
| 3 | CNA |
Cna Financial Corp
|
112,227 | $5,455,354 | |
| 4 | AIZ |
Assurant, Inc.
|
19,275 | $5,175,915 | |
| 5 | CINF |
Cincinnati Financial Corp
|
27,405 | $5,073,761 | |
| 6 | HMN |
Horace Mann Educators Corp /De/
|
60,480 | $3,123,792 | |
| 7 | WRB |
Berkley W R Corp
|
12,700 | $895,731 | |
| 8 | TRV |
Travelers Companies, Inc.
This page
|
2,491 | $822,328 |
All Filings in TRV
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,328 | 2,491 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $4,231,395 | 14,588 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,397,435 | 15,749 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $304,393 | 1,151 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $435,770 | 1,809 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,908,546 | 8,152 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $234,512 | 1,019 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $1,323,790 | 8,106 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,003,862 | 11,539 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $207,920 | 1,213 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $284,047 | 1,515 | Shares | Sole | 2023-02-13 | |
| 2021-09-30 | $216,006 | 1,421 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $3,502,515 | 23,288 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,594,322 | 11,358 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,427,352 | 105,623 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $13,117,460 | 115,015 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $9,850,949 | 99,154 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||