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Horizon Investments, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1560717 Charlotte, NC

Position in TRV

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$10,756,283
+$2,503,206 QoQ
Shares Held
36,877
+29.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority Sole 64% Shared 0% None 36%

Common Shares in TRV Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Mar 31, 2026

Horizon Investments, LLC holds $62,292,194 across 21 Insurance - Property & Casualty names. TRV ranks #2 (17.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TRV
Travelers Companies, Inc.
This page
36,877 $10,756,283

All Filings in TRV

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22 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $10,756,283 36,877
2025-12-31 $8,253,077 28,453
2025-09-30 $8,222,470 29,448
2025-06-30 $7,342,902 27,446
2025-03-31 $3,465,748 13,105
2024-12-31 $2,932,594 12,174
2024-09-30 $2,802,182 11,969
2024-06-30 $2,441,910 12,009
2024-03-31 $2,755,236 11,972
2023-12-31 $2,163,204 11,356
2023-09-30 $2,195,539 13,444
2023-06-30 $2,093,123 12,053
2023-03-31 $2,058,291 12,008
2022-12-31 $3,011,089 16,060
2022-09-30 $1,566,929 10,228
2022-06-30 $1,742,715 10,304
2022-03-31 $1,731,549 9,476
2021-12-31 $634,010 4,053
2021-09-30 $1,218,056 8,013
2021-06-30 $1,117,734 7,466
2021-03-31 $519,932 3,457
2020-09-30 $486,638 4,498