Position in TRV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,379,901
+$114,885 QoQ
Shares Held
4,180
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#724
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, 2026Belpointe Asset Management LLC holds $11,286,509 across 10 Insurance - Property & Casualty names. TRV ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,679 | $2,114,377 | |
| 2 | WRB |
Berkley W R Corp
|
27,646 | $1,949,872 | |
| 3 | ALL |
Allstate Corp
|
7,076 | $1,683,663 | |
| 4 | TRV |
Travelers Companies, Inc.
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|
4,180 | $1,379,901 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
17,587 | $1,026,201 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,958 | $917,924 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
8,691 | $843,113 | |
| 8 | AFG |
American Financial Group Inc
|
3,588 | $502,104 |
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,379,901 | 4,180 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,265,016 | 4,337 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,319,482 | 4,549 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,828,332 | 6,548 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,452,742 | 5,430 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,806,790 | 6,832 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,748,379 | 7,258 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,705,095 | 7,283 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,435,580 | 7,060 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,621,566 | 7,046 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,323,715 | 6,949 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,123,899 | 6,882 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $993,856 | 5,723 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,608,340 | 9,383 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,845,089 | 9,841 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,803,470 | 11,772 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,808,845 | 10,695 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,882,301 | 10,301 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $852,387 | 5,449 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,507,027 | 9,914 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,565,667 | 10,458 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,382,025 | 9,189 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,317,512 | 9,386 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,055,718 | 9,758 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,066,025 | 9,347 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $878,055 | 8,838 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||