Position in TRV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$774,407
+$201,252 QoQ
Shares Held
2,655
+34.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 93%
None 7%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $4,930,844 across 8 Insurance - Property & Casualty names. TRV ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,475 | $1,458,533 | |
| 2 | PGR |
Progressive Corp/Oh/
|
6,390 | $1,266,750 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
2,655 | $774,407 | |
| 4 | ALL |
Allstate Corp
|
2,154 | $446,609 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
1,792 | $310,640 | |
| 6 | MKL |
Markel Group Inc.
|
131 | $250,740 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
1,854 | $221,552 | |
| 8 | ORI |
Old Republic International Corp
|
5,053 | $201,613 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $774,407 | 2,655 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $573,155 | 1,976 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $550,619 | 1,972 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $406,925 | 1,521 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $243,564 | 921 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $202,827 | 842 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||