Position in TRV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$180,245
+$11,071 QoQ
Shares Held
546
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,549
of 1,825 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $530,368 across 13 Insurance - Property & Casualty names. TRV ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
546 | $180,245 | |
| 2 | CB |
Chubb Ltd
|
456 | $155,377 | |
| 3 | PGR |
Progressive Corp/Oh/
|
440 | $96,118 | |
| 4 | MKL |
Markel Group Inc.
|
11 | $21,483 | |
| 5 | ALL |
Allstate Corp
|
86 | $20,462 | |
| 6 | WRB |
Berkley W R Corp
|
255 | $17,985 | |
| 7 | CINF |
Cincinnati Financial Corp
|
82 | $15,181 | |
| 8 | L |
Loews Corp
|
64 | $7,245 |
All Filings in TRV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,245 | 546 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $169,174 | 580 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $178,967 | 617 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $164,460 | 589 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $160,524 | 600 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $158,676 | 600 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $156,578 | 650 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $152,880 | 653 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $132,577 | 652 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $135,092 | 587 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $90,482 | 475 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||