Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,598,702
+$1,491,798 QoQ
Shares Held
23,018
+9.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#71
of 764 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $58,630,085 across 18 Insurance - Property & Casualty names. TRV ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
45,887 | $15,635,536 | |
| 2 | ALL |
Allstate Corp
|
41,971 | $9,986,579 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
23,018 | $7,598,702 | |
| 4 | PGR |
Progressive Corp/Oh/
|
34,666 | $7,572,787 | |
| 5 | MKL |
Markel Group Inc.
|
1,529 | $2,986,152 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
143,437 | $2,778,374 | |
| 7 | ROOT |
Root, Inc.
|
47,396 | $2,650,384 | |
| 8 | CNA |
Cna Financial Corp
|
39,507 | $1,920,435 |
All Filings in TRV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,598,702 | 23,018 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,106,904 | 20,937 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,550,588 | 19,136 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,196,563 | 18,611 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,528,649 | 16,927 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,656,611 | 17,608 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,267,191 | 13,563 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,770,810 | 11,835 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,324,989 | 11,434 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,538,674 | 11,031 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,143,202 | 11,251 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,846,219 | 11,305 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,837,843 | 10,583 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,791,577 | 10,452 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,929,834 | 10,293 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,509,786 | 9,855 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,623,309 | 9,598 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $691,267 | 3,783 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $516,219 | 3,300 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||