Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$337,052
+$29,913 QoQ
Shares Held
1,021
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,246
of 1,829 holders
Holding Since
Mar 2025
6 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, 2026Resonant Capital Advisors, LLC holds $10,043,655 across 7 Insurance - Property & Casualty names. TRV ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
26,770 | $5,847,906 | |
| 2 | MKL |
Markel Group Inc.
|
533 | $1,040,954 | |
| 3 | CB |
Chubb Ltd
|
2,842 | $968,383 | |
| 4 | AFG |
American Financial Group Inc
|
6,036 | $844,677 | |
| 5 | ALL |
Allstate Corp
|
2,213 | $526,561 | |
| 6 | WRB |
Berkley W R Corp
|
6,779 | $478,122 | |
| 7 | TRV |
Travelers Companies, Inc.
This page
|
1,021 | $337,052 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,052 | 1,021 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $307,139 | 1,053 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $291,510 | 1,005 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $322,499 | 1,155 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $282,789 | 1,057 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $238,542 | 902 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||