Position in TRV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$420,242
-$89,031 QoQ
Shares Held
1,273
-27.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,135
of 1,829 holders
Holding Since
Mar 2022
9 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, 2026Aaron Wealth Advisors LLC holds $6,998,587 across 7 Insurance - Property & Casualty names. TRV ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,763 | $2,132,727 | |
| 2 | CB |
Chubb Ltd
|
5,915 | $2,015,477 | |
| 3 | L |
Loews Corp
|
8,553 | $968,285 | |
| 4 | ALL |
Allstate Corp
|
3,640 | $866,101 | |
| 5 | TRV |
Travelers Companies, Inc.
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|
1,273 | $420,242 | |
| 6 | MKL |
Markel Group Inc.
|
174 | $339,823 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
776 | $255,932 |
All Filings in TRV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,242 | 1,273 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $509,273 | 1,746 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $445,242 | 1,535 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $404,869 | 1,450 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $298,842 | 1,117 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $286,410 | 1,083 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $272,205 | 1,130 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $224,989 | 961 | Shares | Sole | 2024-10-17 | |
| 2022-03-31 | $285,000 | 52,078 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||