Position in TRV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$94,744
+$17,158 QoQ
Shares Held
287
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,614
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026Triumph Capital Management holds $1,119,630 across 12 Insurance - Property & Casualty names. TRV ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,130 | $506,812 | |
| 2 | LMND |
Lemonade, Inc.
|
2,436 | $158,461 | |
| 3 | HRTG |
Heritage Insurance Holdings, Inc.
|
4,470 | $116,577 | |
| 4 | SAFT |
Safety Insurance Group Inc
|
1,483 | $111,017 | |
| 5 | TRV |
Travelers Companies, Inc.
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|
287 | $94,744 | |
| 6 | WRB |
Berkley W R Corp
|
592 | $41,753 | |
| 7 | HMN |
Horace Mann Educators Corp /De/
|
454 | $23,449 | |
| 8 | PGR |
Progressive Corp/Oh/
|
107 | $23,374 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,744 | 287 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $77,586 | 266 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $75,415 | 260 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||