Position in TRV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,703,286
+$269,630 QoQ
Shares Held
11,218
-4.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#16
of 183 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Lincoln Capital LLC holds $55,398,007 across 6 Insurance - Property & Casualty names. TRV ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
17,862 | $34,884,664 | |
| 2 | HGTY |
Hagerty, Inc.
|
973,651 | $11,605,919 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
11,218 | $3,703,286 | |
| 4 | CB |
Chubb Ltd
|
8,763 | $2,985,904 | |
| 5 | CINF |
Cincinnati Financial Corp
|
9,813 | $1,816,778 | |
| 6 | WRB |
Berkley W R Corp
|
5,692 | $401,456 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,703,286 | 11,218 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,433,656 | 11,772 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,414,296 | 11,771 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,684,307 | 13,195 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,887,891 | 14,532 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,866,669 | 14,621 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,533,615 | 14,669 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,455,377 | 14,759 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,038,509 | 14,943 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,438,521 | 14,941 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,872,589 | 15,080 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,548,289 | 15,604 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,710,658 | 15,609 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,675,881 | 15,611 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,935,905 | 15,659 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,435,880 | 15,900 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,699,822 | 15,963 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,916,736 | 15,962 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,534,322 | 16,201 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,471,530 | 16,259 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,448,656 | 16,356 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,452,121 | 16,304 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,291,259 | 16,323 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,765,877 | 16,322 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,843,048 | 16,160 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,607,383 | 16,179 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||