Position in TRV
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$11,629,573
+$121,443 QoQ
Shares Held
39,871
+0.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $50,937,479 across 14 Insurance - Property & Casualty names. TRV ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
580,251 | $23,152,014 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
39,871 | $11,629,573 | |
| 3 | MCY |
Mercury General Corp
|
40,483 | $3,568,576 | |
| 4 | CB |
Chubb Ltd
|
9,746 | $3,176,513 | |
| 5 | ALL |
Allstate Corp
|
15,221 | $3,155,922 | |
| 6 | PGR |
Progressive Corp/Oh/
|
9,188 | $1,821,429 | |
| 7 | MKL |
Markel Group Inc.
|
476 | $911,097 | |
| 8 | L |
Loews Corp
|
8,032 | $857,335 |
All Filings in TRV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,629,573 | 39,871 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $11,508,130 | 39,675 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,760,021 | 38,536 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $10,057,096 | 37,591 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,516,593 | 35,985 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,439,581 | 35,035 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,010,884 | 34,217 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,789,725 | 33,391 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $7,428,458 | 32,278 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,094,727 | 31,995 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $5,170,231 | 31,659 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,527,250 | 31,828 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,472,778 | 31,928 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,805,958 | 41,634 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,943,304 | 32,267 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,213,000 | 7,172 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,175,502 | 6,433 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $926,065 | 5,920 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $806,261 | 5,304 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $642,106 | 4,289 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $472,256 | 3,140 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $203,115 | 1,447 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||