Polymer Capital Management (US) LLC
Position in TRV — Travelers Companies, Inc.
CIK 1973324
NEW YORK, NY
Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$498,811
-$2,035,013 QoQ
Shares Held
1,511
-82.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,058
of 1,829 holders
Holding Since
Sep 2025
4 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, 2026Polymer Capital Management (US) LLC holds $7,587,465 across 7 Insurance - Property & Casualty names. TRV ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
12,181 | $2,660,939 | |
| 2 | ALL |
Allstate Corp
|
6,241 | $1,484,983 | |
| 3 | SLDE |
Slide Insurance Holdings, Inc.
|
76,659 | $1,484,884 | |
| 4 | HRTG |
Heritage Insurance Holdings, Inc.
|
25,244 | $658,363 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
1,511 | $498,811 | |
| 6 | WRB |
Berkley W R Corp
|
6,988 | $492,863 | |
| 7 | MKL |
Markel Group Inc.
|
157 | $306,622 |
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,811 | 1,511 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,533,824 | 8,687 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $347,781 | 1,199 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $812,250 | 2,909 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||