Position in TRV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$541,066
+$96,838 QoQ
Shares Held
1,639
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,019
of 1,829 holders
Holding Since
Mar 2024
10 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $5,736,683 across 8 Insurance - Property & Casualty names. TRV ranks #6 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
5,767 | $1,259,801 | |
| 2 | CB |
Chubb Ltd
|
3,676 | $1,252,560 | |
| 3 | THG |
Hanover Insurance Group, Inc.
|
4,041 | $865,258 | |
| 4 | ALL |
Allstate Corp
|
2,840 | $675,749 | |
| 5 | CINF |
Cincinnati Financial Corp
|
3,203 | $593,003 | |
| 6 | TRV |
Travelers Companies, Inc.
This page
|
1,639 | $541,066 | |
| 7 | AIZ |
Assurant, Inc.
|
1,124 | $301,827 | |
| 8 | WRB |
Berkley W R Corp
|
3,508 | $247,419 |
All Filings in TRV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,066 | 1,639 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $444,228 | 1,523 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $376,207 | 1,297 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $343,161 | 1,229 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $327,736 | 1,225 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $313,914 | 1,187 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $276,782 | 1,149 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $260,809 | 1,114 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $233,230 | 1,147 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $242,797 | 1,055 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||