Peachtree Investment Partners, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1743863
INDIAN RIVER SHORES,, FL
Position in TRV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$319,556
+$83,587 QoQ
Shares Held
968
+19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,281
of 1,829 holders
Holding Since
Dec 2022
11 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, 2026Peachtree Investment Partners, LLC holds $521,614 across 2 Insurance - Property & Casualty names. TRV ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
968 | $319,556 | |
| 2 | CB |
Chubb Ltd
|
593 | $202,058 |
All Filings in TRV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,556 | 968 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $235,969 | 809 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $227,116 | 783 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $225,330 | 807 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $298,842 | 1,117 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $242,245 | 916 | Shares | Sole | 2025-05-12 | |
| 2023-12-31 | $268,971 | 1,412 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $230,267 | 1,410 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $244,339 | 1,407 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $246,658 | 1,439 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $326,232 | 1,740 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||