Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$517,628
-$104,233 QoQ
Shares Held
1,568
-26.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,036
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,124,142 across 17 Insurance - Property & Casualty names. TRV ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,568 | $517,628 | |
| 2 | ALL |
Allstate Corp
|
1,228 | $292,190 | |
| 3 | PGR |
Progressive Corp/Oh/
|
382 | $83,447 | |
| 4 | CB |
Chubb Ltd
|
244 | $83,140 | |
| 5 | CINF |
Cincinnati Financial Corp
|
299 | $55,356 | |
| 6 | L |
Loews Corp
|
357 | $40,415 | |
| 7 | ORI |
Old Republic International Corp
|
500 | $20,460 | |
| 8 | MKL |
Markel Group Inc.
|
5 | $9,765 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,628 | 1,568 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $621,861 | 2,132 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $590,852 | 2,037 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||