Position in TRV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,457
+$2,656 QoQ
Shares Held
29
+45.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Bare Financial Services, Inc holds $87,438 across 25 Insurance - Property & Casualty names. TRV ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
56 | $18,250 | |
| 2 | PGR |
Progressive Corp/Oh/
|
66 | $13,082 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
29 | $8,457 | |
| 4 | PLMR |
Palomar Holdings, Inc.
|
48 | $5,736 | |
| 5 | ALL |
Allstate Corp
|
25 | $5,183 | |
| 6 | ORI |
Old Republic International Corp
|
127 | $5,066 | |
| 7 | RLI |
Rli Corp
|
87 | $4,962 | |
| 8 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
102 | $4,455 |
All Filings in TRV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,457 | 29 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,801 | 20 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,142 | 22 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,548 | 17 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $264 | 1 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||