Position in TRV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,066,552
-$57,557 QoQ
Shares Held
7,085
-3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $75,995,651 across 12 Insurance - Property & Casualty names. TRV ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
200,318 | $39,711,039 | |
| 2 | THG |
Hanover Insurance Group, Inc.
|
90,706 | $15,723,885 | |
| 3 | CB |
Chubb Ltd
|
24,164 | $7,875,772 | |
| 4 | MCY |
Mercury General Corp
|
79,715 | $7,026,877 | |
| 5 | TRV |
Travelers Companies, Inc.
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|
7,085 | $2,066,552 | |
| 6 | WRB |
Berkley W R Corp
|
14,509 | $961,656 | |
| 7 | ALL |
Allstate Corp
|
4,088 | $847,605 | |
| 8 | MKL |
Markel Group Inc.
|
339 | $648,869 |
All Filings in TRV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,066,552 | 7,085 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,124,109 | 7,323 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,834,475 | 6,570 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,868,766 | 6,985 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,565,338 | 5,919 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,161,089 | 4,820 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $980,494 | 4,188 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $790,992 | 3,890 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $738,289 | 3,208 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $572,612 | 3,006 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $470,986 | 2,884 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $406,017 | 2,338 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $281,283 | 1,641 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $318,920 | 1,701 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $270,091 | 1,763 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $298,007 | 1,762 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $321,970 | 1,762 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $275,316 | 1,760 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $267,537 | 1,760 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $263,489 | 1,760 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $264,704 | 1,760 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $225,995 | 1,610 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||