Position in TRV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,263,486
-$1,321,909 QoQ
Shares Held
14,617
-24.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $43,360,825 across 17 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
47,028 | $16,024,320 | |
| 2 | PGR |
Progressive Corp/Oh/
|
37,251 | $8,137,480 | |
| 3 | WRB |
Berkley W R Corp
|
68,714 | $4,846,398 | |
| 4 | MKL |
Markel Group Inc.
|
1,719 | $3,357,224 | |
| 5 | ALL |
Allstate Corp
|
11,982 | $2,850,997 | |
| 6 | CINF |
Cincinnati Financial Corp
|
13,355 | $2,472,544 | |
| 7 | RLI |
Rli Corp
|
18,393 | $1,086,474 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
2,233 | $736,465 |
All Filings in TRV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,263,486 | 14,617 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,585,395 | 19,256 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,130,667 | 18,375 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,263,314 | 19,673 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,250,853 | 19,855 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,852,488 | 20,144 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,883,509 | 20,859 | Shares | Sole | 2024-11-01 | |
| 2023-09-30 | $2,684,816 | 16,440 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,170,857 | 18,259 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,883,801 | 16,824 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,840,660 | 15,151 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,915,612 | 12,504 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,979,835 | 11,706 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,012,953 | 11,016 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,615,452 | 10,327 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,486,505 | 9,779 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,311,759 | 8,762 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,194,928 | 7,945 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||