Position in TRV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$372,183
+$90,245 QoQ
Shares Held
1,276
+31.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Root Financial Partners, LLC holds $2,064,950 across 34 Insurance - Property & Casualty names. TRV ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,148 | $374,167 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,276 | $372,183 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,240 | $245,817 | |
| 4 | ALL |
Allstate Corp
|
1,170 | $242,587 | |
| 5 | CINF |
Cincinnati Financial Corp
|
814 | $128,082 | |
| 6 | UVE |
Universal Insurance Holdings, Inc.
|
3,417 | $116,724 | |
| 7 | L |
Loews Corp
|
830 | $88,594 | |
| 8 | MKL |
Markel Group Inc.
|
39 | $74,648 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $372,183 | 1,276 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $281,938 | 972 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $231,752 | 830 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||