Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,365,898
+$6,164,611 QoQ
Shares Held
40,488
+64.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#261
of 1,828 holders
Holding Since
Jun 2020
24 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, 2026Wealthfront Advisers LLC holds $110,576,026 across 10 Insurance - Property & Casualty names. TRV ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
157,731 | $34,456,336 | |
| 2 | CB |
Chubb Ltd
|
85,452 | $29,116,914 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
40,488 | $13,365,898 | |
| 4 | ALL |
Allstate Corp
|
46,578 | $11,082,769 | |
| 5 | WRB |
Berkley W R Corp
|
108,979 | $7,686,288 | |
| 6 | L |
Loews Corp
|
60,804 | $6,883,620 | |
| 7 | MKL |
Markel Group Inc.
|
2,084 | $4,070,072 | |
| 8 | CINF |
Cincinnati Financial Corp
|
15,790 | $2,923,360 |
All Filings in TRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,365,898 | 40,488 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,201,287 | 24,689 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,889,215 | 23,751 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,437,975 | 23,057 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,479,219 | 20,480 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,364,306 | 20,284 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,089,830 | 16,978 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $3,832,076 | 16,368 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,455,127 | 12,074 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,675,837 | 11,627 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,181,681 | 11,453 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,822,539 | 11,160 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,804,782 | 16,151 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,309,070 | 19,305 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,487,501 | 18,601 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,612,519 | 17,053 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,213,977 | 19,003 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,223,621 | 23,114 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,064,093 | 13,195 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $850,039 | 5,592 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $673,245 | 4,497 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $597,689 | 3,974 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $514,877 | 3,668 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $213,501 | 1,872 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||