Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$351,577
+$40,938 QoQ
Shares Held
1,065
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,225
of 1,825 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $663,155 across 9 Insurance - Property & Casualty names. TRV ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,065 | $351,577 | |
| 2 | ALL |
Allstate Corp
|
851 | $202,486 | |
| 3 | CB |
Chubb Ltd
|
151 | $51,451 | |
| 4 | PGR |
Progressive Corp/Oh/
|
89 | $19,442 | |
| 5 | SIGI |
Selective Insurance Group Inc
|
200 | $19,402 | |
| 6 | CINF |
Cincinnati Financial Corp
|
36 | $6,665 | |
| 7 | LMND |
Lemonade, Inc.
|
100 | $6,505 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
13 | $4,287 |
All Filings in TRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,577 | 1,065 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $310,639 | 1,065 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $310,654 | 1,071 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $299,044 | 1,071 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $284,930 | 1,065 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $281,649 | 1,065 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $256,547 | 1,065 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $249,337 | 1,065 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $216,557 | 1,065 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $245,099 | 1,065 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $202,871 | 1,065 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $173,925 | 1,065 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $184,947 | 1,065 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $177,580 | 1,036 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $194,239 | 1,036 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $158,715 | 1,036 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $175,218 | 1,036 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $189,308 | 1,036 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $162,061 | 1,036 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $157,482 | 1,036 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $152,853 | 1,021 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $153,558 | 1,021 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $147,248 | 1,049 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $99,846 | 1,005 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||