Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$279,611
+$14,183 QoQ
Shares Held
847
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,353
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, 2026BFSG, LLC holds $725,799 across 8 Insurance - Property & Casualty names. TRV ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
847 | $279,611 | |
| 2 | CB |
Chubb Ltd
|
668 | $227,614 | |
| 3 | ALL |
Allstate Corp
|
777 | $184,879 | |
| 4 | WTM |
White Mountains Insurance Group Ltd
|
9 | $18,660 | |
| 5 | PGR |
Progressive Corp/Oh/
|
40 | $8,738 | |
| 6 | CNA |
Cna Financial Corp
|
72 | $3,499 | |
| 7 | L |
Loews Corp
|
23 | $2,603 | |
| 8 | LMND |
Lemonade, Inc.
|
3 | $195 |
All Filings in TRV
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,611 | 847 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $265,428 | 910 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $433,639 | 1,495 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $424,414 | 1,520 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $443,848 | 1,659 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $438,739 | 1,659 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $409,272 | 1,699 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $407,134 | 1,739 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $353,608 | 1,739 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $400,213 | 1,739 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $331,262 | 1,739 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $283,996 | 1,739 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $375,800 | 2,164 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $298,081 | 1,739 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $326,045 | 1,739 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $266,414 | 1,739 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $294,117 | 1,739 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $375,744 | 2,402 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $361,327 | 2,377 | Shares | Sole | 2021-11-03 | |
| 2021-03-31 | $357,500 | 2,377 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $463,501 | 3,302 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||