Agate Pass Investment Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1900409
BAINBRIDGE ISLAND, WA
Position in TRV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,988,973
+$231,601 QoQ
Shares Held
6,025
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#620
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026Agate Pass Investment Management, LLC holds $4,238,809 across 2 Insurance - Property & Casualty names. TRV ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
31,899 | $2,249,836 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
6,025 | $1,988,973 |
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,988,973 | 6,025 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,757,372 | 6,025 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,747,611 | 6,025 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,835,871 | 6,575 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,759,075 | 6,575 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,738,824 | 6,575 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $861,181 | 3,575 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||