Tortoise Investment Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1599511
WHITE PLAINS, NY
Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$320,216
+$39,037 QoQ
Shares Held
970
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,280
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026Tortoise Investment Management, LLC holds $6,807,962 across 2 Insurance - Property & Casualty names. TRV ranks #2 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
29,699 | $6,487,746 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
970 | $320,216 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,216 | 970 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $281,179 | 964 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $306,013 | 1,055 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $293,739 | 1,052 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $280,114 | 1,047 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $254,146 | 961 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $231,495 | 961 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $224,755 | 960 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $196,019 | 964 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $221,854 | 964 | Shares | Sole | 2025-08-07 | |
| 2023-12-31 | $183,632 | 964 | Shares | Sole | 2025-08-07 | |
| 2023-09-30 | $157,267 | 963 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $166,018 | 956 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $155,297 | 906 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $169,865 | 906 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $138,799 | 906 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $134,458 | 795 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $145,270 | 795 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $124,674 | 797 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $120,847 | 795 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $119,019 | 795 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $119,568 | 795 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $111,313 | 793 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $57,448 | 531 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $60,560 | 531 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $52,754 | 531 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||