Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$616,994
+$71,845 QoQ
Shares Held
1,869
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#978
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Peak Asset Management, LLC holds $1,264,042 across 2 Insurance - Property & Casualty names. TRV ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
2,962 | $647,048 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,869 | $616,994 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,994 | 1,869 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $545,149 | 1,869 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $542,122 | 1,869 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $521,862 | 1,869 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $500,032 | 1,869 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $479,730 | 1,814 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $436,974 | 1,814 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $424,693 | 1,814 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $368,858 | 1,814 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $417,473 | 1,814 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $383,646 | 2,014 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $328,906 | 2,014 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $349,751 | 2,014 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $345,219 | 2,014 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $340,106 | 1,814 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $264,729 | 1,728 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $292,256 | 1,728 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $315,757 | 1,728 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $290,646 | 1,858 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $282,434 | 1,858 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $278,161 | 1,858 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $279,443 | 1,858 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $260,807 | 1,858 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $201,017 | 1,858 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $211,904 | 1,858 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $331,729 | 3,339 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||