Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,210,550
-$18,297 QoQ
Shares Held
3,667
-13.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#755
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $1,517,954 across 9 Insurance - Property & Casualty names. TRV ranks #1 (79.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
3,667 | $1,210,550 | |
| 2 | ALL |
Allstate Corp
|
831 | $197,728 | |
| 3 | PGR |
Progressive Corp/Oh/
|
163 | $35,607 | |
| 4 | CB |
Chubb Ltd
|
102 | $34,755 | |
| 5 | AIZ |
Assurant, Inc.
|
48 | $12,889 | |
| 6 | CINF |
Cincinnati Financial Corp
|
54 | $9,997 | |
| 7 | WRB |
Berkley W R Corp
|
129 | $9,098 | |
| 8 | MKL |
Markel Group Inc.
|
3 | $5,859 |
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,210,550 | 3,667 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,228,847 | 4,213 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,218,832 | 4,202 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,148,152 | 4,112 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,100,124 | 4,112 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,117,607 | 4,226 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,016,074 | 4,218 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $992,200 | 4,238 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $795,669 | 3,913 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $893,403 | 3,882 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $752,625 | 3,951 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $624,824 | 3,826 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $501,182 | 2,886 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $244,259 | 1,425 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $83,058 | 443 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $67,867 | 443 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $74,924 | 443 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $55,549 | 304 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $44,113 | 282 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $36,786 | 242 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $113,180 | 756 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $113,702 | 756 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $33,969 | 242 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $26,181 | 242 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $32,162 | 282 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $28,016 | 282 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||