Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,353,755
+$541,839 QoQ
Shares Held
7,130
+14.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#582
of 1,829 holders
Holding Since
Mar 2020
25 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,944,177 across 21 Insurance - Property & Casualty names. TRV ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
7,130 | $2,353,755 | |
| 2 | CB |
Chubb Ltd
|
6,254 | $2,130,987 | |
| 3 | WRB |
Berkley W R Corp
|
24,854 | $1,752,952 | |
| 4 | PGR |
Progressive Corp/Oh/
|
7,294 | $1,593,374 | |
| 5 | ALL |
Allstate Corp
|
5,024 | $1,195,410 | |
| 6 | MKL |
Markel Group Inc.
|
488 | $953,068 | |
| 7 | AIZ |
Assurant, Inc.
|
1,581 | $424,545 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
1,976 | $423,101 |
All Filings in TRV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,353,755 | 7,130 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,811,916 | 6,212 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,860,444 | 6,414 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,804,319 | 6,462 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,747,838 | 6,533 | Shares | Defined | 2025-07-15 | |
| 2024-12-31 | $1,504,839 | 6,247 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,542,850 | 6,590 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,449,610 | 7,129 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,721,217 | 7,479 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,557,636 | 8,177 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,399,730 | 8,571 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $1,384,938 | 7,975 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $2,121,198 | 12,375 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $2,240,130 | 11,948 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,916,532 | 12,510 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,040,722 | 12,066 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,297,829 | 12,575 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,054,082 | 13,131 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,050,310 | 13,488 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,023,929 | 13,519 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,089,206 | 13,891 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,001,255 | 14,257 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,560,965 | 14,428 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $2,001,805 | 17,552 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $2,107,511 | 21,213 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||