Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,056,778
+$538,224 QoQ
Shares Held
15,318
-1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#412
of 1,829 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Caprock Group, LLC holds $26,366,125 across 14 Insurance - Property & Casualty names. TRV ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
23,818 | $5,667,254 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
15,318 | $5,056,778 | |
| 3 | PGR |
Progressive Corp/Oh/
|
22,072 | $4,821,628 | |
| 4 | CB |
Chubb Ltd
|
11,882 | $4,048,672 | |
| 5 | L |
Loews Corp
|
12,696 | $1,437,314 | |
| 6 | MKL |
Markel Group Inc.
|
472 | $921,820 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
3,999 | $856,265 | |
| 8 | WRB |
Berkley W R Corp
|
9,827 | $693,098 |
All Filings in TRV
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,056,778 | 15,318 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,518,554 | 15,578 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,299,429 | 15,398 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $3,799,496 | 14,367 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,359,451 | 13,946 | Shares | Sole | 2025-01-23 | |
| 2024-03-31 | $1,395,568 | 6,064 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,095,698 | 5,752 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $735,058 | 4,501 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $793,452 | 4,569 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $775,287 | 4,523 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $552,439 | 3,606 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $882,585 | 4,830 | Shares | Sole | 2022-04-12 | |
| 2021-03-31 | $694,547 | 4,618 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $642,473 | 4,577 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $504,381 | 4,662 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $544,474 | 4,774 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $349,910 | 3,522 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||