Position in TRV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,510,628
-$13,982 QoQ
Shares Held
4,576
-12.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#691
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $13,285,014 across 11 Insurance - Property & Casualty names. TRV ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
13,499 | $3,211,951 | |
| 2 | PGR |
Progressive Corp/Oh/
|
9,514 | $2,078,333 | |
| 3 | CB |
Chubb Ltd
|
5,335 | $1,817,847 | |
| 4 | CINF |
Cincinnati Financial Corp
|
9,183 | $1,700,139 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
4,576 | $1,510,628 | |
| 6 | WRB |
Berkley W R Corp
|
18,538 | $1,307,484 | |
| 7 | MKL |
Markel Group Inc.
|
247 | $482,393 | |
| 8 | RLI |
Rli Corp
|
6,552 | $387,026 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,628 | 4,576 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,524,610 | 5,227 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,947,643 | 27,400 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,606,676 | 30,824 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,556,731 | 31,983 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,039,242 | 34,180 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,049,273 | 37,566 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,337,481 | 35,612 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,293,601 | 35,869 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,428,292 | 49,658 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,664,891 | 50,737 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,287,002 | 50,744 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,020,247 | 51,942 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $9,083,187 | 52,991 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,834,297 | 57,786 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,918,997 | 58,218 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $9,826,622 | 58,101 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,752,645 | 64,317 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $10,526,956 | 67,295 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,454,943 | 68,778 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,842,833 | 65,746 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,577,331 | 70,328 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,691,008 | 61,915 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,665,044 | 61,605 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,443,530 | 12,657 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,322,845 | 13,315 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||