Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$135,679
+$19,007 QoQ
Shares Held
411
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,579
of 1,829 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $554,326 across 12 Insurance - Property & Casualty names. TRV ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,126 | $267,920 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
411 | $135,679 | |
| 3 | KNSL |
Kinsale Capital Group, Inc.
|
149 | $49,141 | |
| 4 | CB |
Chubb Ltd
|
101 | $34,414 | |
| 5 | CINF |
Cincinnati Financial Corp
|
133 | $24,623 | |
| 6 | PGR |
Progressive Corp/Oh/
|
87 | $19,005 | |
| 7 | WRB |
Berkley W R Corp
|
250 | $17,632 | |
| 8 | L |
Loews Corp
|
32 | $3,622 |
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,679 | 411 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $116,672 | 400 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $107,902 | 372 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $102,473 | 367 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||