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Equibles

RITHOLTZ WEALTH MANAGEMENT

Position in TRV — Travelers Companies, Inc.

CIK 1698218 NEW YORK, NY
Back to TRV Full portfolio

Position in TRV

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$13,466,915
+$1,837,342 QoQ
Shares Held
40,794
+2.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#262
of 1,842 holders
Holding Since
Dec 2020
23 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, 2026

RITHOLTZ WEALTH MANAGEMENT holds $62,048,710 across 14 Insurance - Property & Casualty names. TRV ranks #2 (21.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ORI
Old Republic International Corp
 574,168 $23,494,954
2 TRV
Travelers Companies, Inc.
This page 		40,794 $13,466,915
3 MCY
Mercury General Corp
 53,377 $5,691,055
4 MKL
Markel Group Inc.
 2,462 $4,808,310
5 ALL
Allstate Corp
 17,220 $4,097,326
6 CB
Chubb Ltd
 10,191 $3,472,481
7 PGR
Progressive Corp/Oh/
 10,253 $2,239,767
8 THG
Hanover Insurance Group, Inc.
 5,383 $1,152,607

All Filings in TRV

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,466,915 40,794
2026-03-31 $11,629,573 39,871
2025-12-31 $11,508,130 39,675
2025-09-30 $10,760,021 38,536
2025-06-30 $10,057,096 37,591
2025-03-31 $9,516,593 35,985
2024-12-31 $8,439,581 35,035
2024-09-30 $8,010,884 34,217
2024-06-30 $6,789,725 33,391
2024-03-31 $7,428,458 32,278
2023-12-31 $6,094,727 31,995
2023-09-30 $5,170,231 31,659
2023-06-30 $5,527,250 31,828
2023-03-31 $5,472,778 31,928
2022-12-31 $7,805,958 41,634
2022-09-30 $4,943,304 32,267
2022-06-30 $1,213,000 7,172
2022-03-31 $1,175,502 6,433
2021-12-31 $926,065 5,920
2021-09-30 $806,261 5,304
2021-06-30 $642,106 4,289
2021-03-31 $472,256 3,140
2020-12-31 $203,115 1,447