Position in TRV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,378,371
+$8,529,820 QoQ
Shares Held
90,436
+47.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $159,935,869 across 17 Insurance - Property & Casualty names. TRV ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
227,708 | $74,216,867 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
90,436 | $26,378,371 | |
| 3 | PGR |
Progressive Corp/Oh/
|
103,919 | $20,600,902 | |
| 4 | ORI |
Old Republic International Corp
|
240,834 | $9,609,276 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
44,160 | $7,655,136 | |
| 6 | MCY |
Mercury General Corp
|
60,497 | $5,332,810 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
44,812 | $3,378,376 | |
| 8 | SAFT |
Safety Insurance Group Inc
|
34,096 | $2,476,733 |
All Filings in TRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,378,371 | 90,436 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $17,848,551 | 61,534 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,356,480 | 65,742 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $12,432,315 | 46,469 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $9,281,751 | 35,097 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,439,777 | 22,582 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,373,902 | 14,411 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,462,649 | 12,111 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,450,760 | 10,649 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,745,078 | 9,161 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,395,973 | 8,548 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,438,078 | 8,281 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,349,338 | 7,872 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,323,304 | 7,058 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,064,740 | 6,950 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $712,206 | 4,211 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $1,121,413 | 6,137 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $911,048 | 5,824 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $885,610 | 5,826 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $827,147 | 5,525 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $687,628 | 4,572 | Shares | Other | 2021-05-04 | |
| 2020-09-30 | $383,966 | 3,549 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $403,737 | 3,540 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $534,304 | 5,378 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||