Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$78,898
+$16,479 QoQ
Shares Held
239
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,630
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $10,669,841 across 21 Insurance - Property & Casualty names. TRV ranks #3 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
248,473 | $10,167,515 | |
| 2 | ALL |
Allstate Corp
|
655 | $155,850 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
239 | $78,898 | |
| 4 | CB |
Chubb Ltd
|
208 | $70,873 | |
| 5 | PGR |
Progressive Corp/Oh/
|
180 | $39,321 | |
| 6 | L |
Loews Corp
|
344 | $38,944 | |
| 7 | WRB |
Berkley W R Corp
|
440 | $31,033 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
82 | $27,044 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,898 | 239 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $62,419 | 214 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $59,172 | 204 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $59,194 | 212 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $54,578 | 204 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $16,396 | 62 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $12,285 | 51 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,940 | 51 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,370 | 51 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,737 | 51 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,714 | 51 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $32,662 | 200 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $29,522 | 170 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $35,996 | 210 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $39,372 | 210 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $32,172 | 210 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $35,517 | 210 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $21,744 | 119 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $18,615 | 119 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $18,089 | 119 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $17,815 | 119 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $17,897 | 119 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $16,704 | 119 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $12,874 | 119 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $13,571 | 119 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $11,822 | 119 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||