Position in TRV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$633,170
+$121,272 QoQ
Shares Held
1,918
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#971
of 1,829 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Baron Wealth Management LLC holds $3,448,707 across 8 Insurance - Property & Casualty names. TRV ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,044 | $696,472 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,918 | $633,170 | |
| 3 | ALL |
Allstate Corp
|
2,141 | $509,429 | |
| 4 | WRB |
Berkley W R Corp
|
6,221 | $438,767 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,716 | $374,860 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
3,722 | $361,071 | |
| 7 | MCY |
Mercury General Corp
|
2,156 | $229,872 | |
| 8 | MKL |
Markel Group Inc.
|
105 | $205,066 |
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,170 | 1,918 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $511,898 | 1,755 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $692,663 | 2,388 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $665,660 | 2,384 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $647,981 | 2,422 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $588,159 | 2,224 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $407,585 | 1,692 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $322,851 | 1,379 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $202,526 | 996 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $230,370 | 1,001 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||