Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,027,991
+$653,204 QoQ
Shares Held
18,260
-0.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#377
of 1,840 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $14,472,762 across 40 Insurance - Property & Casualty names. TRV ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
18,260 | $6,027,991 | |
| 2 | CB |
Chubb Ltd
|
9,346 | $3,184,556 | |
| 3 | ALL |
Allstate Corp
|
4,857 | $1,155,674 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,207 | $1,137,469 | |
| 5 | ORI |
Old Republic International Corp
|
18,317 | $749,531 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,976 | $365,836 | |
| 7 | UVE |
Universal Insurance Holdings, Inc.
|
5,618 | $232,360 | |
| 8 | L |
Loews Corp
|
1,770 | $200,381 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,027,991 | 18,260 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,374,787 | 18,427 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,484,907 | 15,462 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,190,533 | 15,008 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,716,398 | 13,891 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,615,697 | 13,672 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,158,067 | 13,110 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $979,792 | 4,185 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $861,754 | 4,238 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $237,044 | 1,030 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $190,870 | 1,002 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $212,303 | 1,300 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $197,972 | 1,140 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $155,297 | 906 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $222 | 2,343 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $367,067 | 2,396 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $370,563 | 2,191 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $196,982 | 1,078 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $135,468 | 866 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $158,850 | 1,045 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $124,708 | 833 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $172,659 | 1,148 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $171,532 | 1,222 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $157,632 | 1,457 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $182,480 | 1,600 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $140,580 | 1,415 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||