Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,567,343
+$663,840 QoQ
Shares Held
7,777
+19.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#558
of 1,829 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $49,530,821 across 13 Insurance - Property & Casualty names. TRV ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
80,669 | $14,935,058 | |
| 2 | PLMR |
Palomar Holdings, Inc.
|
68,424 | $8,648,109 | |
| 3 | CB |
Chubb Ltd
|
23,531 | $8,017,952 | |
| 4 | PGR |
Progressive Corp/Oh/
|
32,006 | $6,991,710 | |
| 5 | ALL |
Allstate Corp
|
18,443 | $4,388,327 | |
| 6 | TRV |
Travelers Companies, Inc.
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|
7,777 | $2,567,343 | |
| 7 | MKL |
Markel Group Inc.
|
855 | $1,669,823 | |
| 8 | AIZ |
Assurant, Inc.
|
1,871 | $502,419 |
All Filings in TRV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,567,343 | 7,777 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,903,503 | 6,526 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,556,752 | 5,367 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,538,222 | 5,509 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,342,783 | 5,019 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,239,259 | 4,686 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $935,857 | 3,885 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $633,060 | 2,704 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $599,039 | 2,946 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $665,104 | 2,890 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $385,170 | 2,022 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $309,962 | 1,898 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $324,396 | 1,868 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $223,860 | 1,306 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $241,861 | 1,290 | Shares | Other | 2023-02-15 | |
| 2022-06-30 | $208,198 | 1,231 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $226,401 | 1,239 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $193,816 | 1,239 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||