Position in TRV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,522,569
+$848,180 QoQ
Shares Held
5,220
+124.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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, 2026Stratos Wealth Partners, LTD. holds $20,031,333 across 8 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
59,082 | $12,906,462 | |
| 2 | CB |
Chubb Ltd
|
8,769 | $2,987,949 | |
| 3 | ALL |
Allstate Corp
|
7,045 | $1,676,287 | |
| 4 | CINF |
Cincinnati Financial Corp
|
7,796 | $1,443,351 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
5,075 | $296,126 | |
| 6 | MCY |
Mercury General Corp
|
2,532 | $269,961 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
|
114 | $236,366 | |
| 8 | MKL |
Markel Group Inc.
|
110 | $214,831 |
All Filings in TRV
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,522,569 | 5,220 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $674,389 | 2,325 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $677,666 | 2,427 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $623,903 | 2,332 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $664,852 | 2,514 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $675,455 | 2,804 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $617,374 | 2,637 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $559,591 | 2,752 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $909,053 | 3,950 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $738,529 | 3,877 | Shares | Sole | 2024-01-24 | |
| 2021-12-31 | $655,910 | 4,193 | Shares | Sole | 2022-01-14 | |
| 2021-06-30 | $606,924 | 4,054 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $615,737 | 4,094 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $534,950 | 3,811 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $401,276 | 3,709 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $435,899 | 3,822 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $423,429 | 4,262 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||