Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,104,911
+$47,280 QoQ
Shares Held
3,347
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#766
of 1,799 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, 2026PFG Investments, LLC holds $5,341,890 across 8 Insurance - Property & Casualty names. TRV ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
5,678 | $1,351,023 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
3,347 | $1,104,911 | |
| 3 | CB |
Chubb Ltd
|
2,502 | $852,531 | |
| 4 | CINF |
Cincinnati Financial Corp
|
4,505 | $834,055 | |
| 5 | MKL |
Markel Group Inc.
|
219 | $427,709 | |
| 6 | MCY |
Mercury General Corp
|
2,714 | $289,366 | |
| 7 | L |
Loews Corp
|
2,141 | $242,382 | |
| 8 | UFCS |
United Fire Group Inc
|
4,575 | $239,913 |
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,104,911 | 3,347 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,057,631 | 3,626 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,049,147 | 3,617 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,008,821 | 3,613 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $990,968 | 3,704 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $923,229 | 3,491 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $861,904 | 3,578 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $831,828 | 3,553 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $727,347 | 3,577 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $526,100 | 2,286 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||