Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$816,386
+$156,023 QoQ
Shares Held
2,473
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#875
of 1,829 holders
Holding Since
Mar 2024
9 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, 2026Aprio Wealth Management, LLC holds $4,392,641 across 7 Insurance - Property & Casualty names. TRV ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
5,591 | $1,330,322 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
2,473 | $816,386 | |
| 3 | WRB |
Berkley W R Corp
|
10,385 | $732,454 | |
| 4 | CB |
Chubb Ltd
|
1,772 | $603,791 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,831 | $399,981 | |
| 6 | MKL |
Markel Group Inc.
|
135 | $263,656 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,329 | $246,051 |
All Filings in TRV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,386 | 2,473 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $660,363 | 2,264 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $641,612 | 2,212 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $432,511 | 1,549 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $395,424 | 1,478 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $327,930 | 1,240 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $258,956 | 1,075 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $228,032 | 974 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $219,553 | 954 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||