Position in TRV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$39,098,537
+$853,546 QoQ
Shares Held
134,046
+1.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CWM, LLC holds $162,095,451 across 43 Insurance - Property & Casualty names. TRV ranks #1 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
134,046 | $39,098,537 | |
| 2 | CB |
Chubb Ltd
|
110,012 | $35,856,211 | |
| 3 | ALL |
Allstate Corp
|
153,921 | $31,913,980 | |
| 4 | WRB |
Berkley W R Corp
|
280,114 | $18,565,955 | |
| 5 | PGR |
Progressive Corp/Oh/
|
49,095 | $9,732,592 | |
| 6 | ORI |
Old Republic International Corp
|
143,391 | $5,721,300 | |
| 7 | CINF |
Cincinnati Financial Corp
|
25,485 | $4,010,064 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
17,700 | $3,068,295 |
All Filings in TRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,098,537 | 134,046 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $38,244,991 | 131,852 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $37,734,628 | 135,143 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $32,475,342 | 121,385 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $32,180,550 | 121,684 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $29,045,552 | 120,576 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $29,512,933 | 126,059 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $26,247,533 | 129,082 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $31,165,328 | 135,419 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $27,947,359 | 146,713 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $26,401,347 | 161,664 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $30,358,546 | 174,816 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $32,524,876 | 189,749 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $39,552,702 | 210,959 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $31,502,056 | 205,627 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $33,462,539 | 197,851 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $34,222,770 | 187,286 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,674,227 | 23,488 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $2,937,909 | 19,624 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $2,951,449 | 19,624 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,754,620 | 19,624 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,123,120 | 19,624 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,238,117 | 19,624 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,949,644 | 19,624 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||