Position in TRV
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$9,132,769
+$787,513 QoQ
Shares Held
27,665
-3.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#18
of 306 holders
Holding Since
Mar 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, 2026CX Institutional holds $49,628,945 across 16 Insurance - Property & Casualty names. TRV ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
34,100 | $11,619,234 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
27,665 | $9,132,769 | |
| 3 | THG |
Hanover Insurance Group, Inc.
|
36,544 | $7,824,801 | |
| 4 | PGR |
Progressive Corp/Oh/
|
30,509 | $6,664,691 | |
| 5 | CINF |
Cincinnati Financial Corp
|
33,792 | $6,256,250 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
11,977 | $3,950,134 | |
| 7 | ALL |
Allstate Corp
|
12,021 | $2,860,276 | |
| 8 | ORI |
Old Republic International Corp
|
7,725 | $316,107 |
All Filings in TRV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,132,769 | 27,665 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $8,345,256 | 28,611 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $7,735,320 | 26,668 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,723,059 | 24,078 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,551,187 | 20,749 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $473,912 | 1,792 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,371,124 | 22,297 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,447,343 | 18,996 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $283,049 | 1,392 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $327,028 | 1,421 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $195,061 | 1,024 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $215,569 | 1,320 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $262,921 | 1,514 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $343,856 | 1,834 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $215,705 | 1,408 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $267,056 | 1,579 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $78,133 | 514 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $60,782 | 406 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $50,985 | 339 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $35,513 | 253 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $9,087 | 84 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,562 | 40 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $15,200 | 153 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||