Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$50,838
+$6,795 QoQ
Shares Held
154
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,657
of 1,825 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026American Capital Advisory, LLC holds $2,582,569 across 12 Insurance - Property & Casualty names. TRV ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
922 | $1,800,675 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
338 | $700,805 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
154 | $50,838 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
28 | $9,234 | |
| 5 | PGR |
Progressive Corp/Oh/
|
28 | $6,116 | |
| 6 | CB |
Chubb Ltd
|
15 | $5,111 | |
| 7 | L |
Loews Corp
|
37 | $4,188 | |
| 8 | ALL |
Allstate Corp
|
15 | $3,569 |
All Filings in TRV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,838 | 154 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $44,043 | 151 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $43,509 | 150 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $41,324 | 148 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $39,595 | 148 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $38,082 | 144 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $34,206 | 142 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $33,245 | 142 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $28,874 | 142 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $32,679 | 142 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $27,049 | 142 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||