Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,101,543
+$218,457 QoQ
Shares Held
6,366
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#607
of 1,829 holders
Holding Since
Dec 2020
21 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, 2026IHT Wealth Management, LLC holds $9,047,927 across 10 Insurance - Property & Casualty names. TRV ranks #1 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
6,366 | $2,101,543 | |
| 2 | CB |
Chubb Ltd
|
5,783 | $1,970,499 | |
| 3 | ALL |
Allstate Corp
|
4,786 | $1,138,780 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
2,483 | $818,918 | |
| 5 | PGR |
Progressive Corp/Oh/
|
3,607 | $787,948 | |
| 6 | ACIC |
AMERICAN COASTAL INSURANCE Corp
|
54,308 | $602,818 | |
| 7 | MKL |
Markel Group Inc.
|
279 | $544,889 | |
| 8 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
7,724 | $450,695 |
All Filings in TRV
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,101,543 | 6,366 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,883,086 | 6,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,875,527 | 6,466 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,792,313 | 6,419 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,732,856 | 6,477 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,733,006 | 6,553 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,610,831 | 6,687 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,710,875 | 11,579 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,375,188 | 6,763 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $639,328 | 2,778 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $486,892 | 2,556 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $436,037 | 2,670 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $461,588 | 2,658 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $447,894 | 2,613 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $416,227 | 2,220 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $407,358 | 2,659 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $218,346 | 1,291 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $224,940 | 1,231 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $225,463 | 1,506 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $527,753 | 3,509 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $278,072 | 1,981 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||