Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$319,226
+$62,548 QoQ
Shares Held
967
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,281
of 1,825 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026McAdam, LLC holds $2,462,976 across 6 Insurance - Property & Casualty names. TRV ranks #5 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
2,746 | $599,863 | |
| 2 | CINF |
Cincinnati Financial Corp
|
2,763 | $511,541 | |
| 3 | CB |
Chubb Ltd
|
1,302 | $443,643 | |
| 4 | ALL |
Allstate Corp
|
1,569 | $373,327 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
967 | $319,226 | |
| 6 | BOW |
Bowhead Specialty Holdings Inc.
|
7,196 | $215,376 |
All Filings in TRV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,226 | 967 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $256,678 | 880 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $255,542 | 881 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $228,401 | 818 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $211,624 | 791 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $207,336 | 784 | Shares | Sole | 2025-05-21 | |
| No filing history on record for this holder in this stock. | ||||||