Position in TRV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,594,743
+$197,717 QoQ
Shares Held
7,860
-4.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#554
of 1,829 holders
Holding Since
Dec 2024
4 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $12,000,348 across 9 Insurance - Property & Casualty names. TRV ranks #1 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
7,860 | $2,594,743 | |
| 2 | ALL |
Allstate Corp
|
9,450 | $2,248,533 | |
| 3 | PGR |
Progressive Corp/Oh/
|
10,192 | $2,226,442 | |
| 4 | WRB |
Berkley W R Corp
|
21,969 | $1,549,473 | |
| 5 | MKL |
Markel Group Inc.
|
681 | $1,329,999 | |
| 6 | CB |
Chubb Ltd
|
3,170 | $1,080,145 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
1,230 | $405,666 | |
| 8 | AIZ |
Assurant, Inc.
|
1,387 | $372,451 |
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,594,743 | 7,860 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,397,026 | 8,218 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $217,835 | 751 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $220,173 | 914 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||