Position in TRV
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$511,686
+$58,124 QoQ
Shares Held
1,550
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
6 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, 2026Optimize Financial Inc holds $4,522,082 across 9 Insurance - Property & Casualty names. TRV ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIGI |
Selective Insurance Group Inc
|
5,928 | $575,075 | |
| 2 | AIZ |
Assurant, Inc.
|
2,130 | $571,968 | |
| 3 | ALL |
Allstate Corp
|
2,236 | $532,033 | |
| 4 | CINF |
Cincinnati Financial Corp
|
2,870 | $531,351 | |
| 5 | TRV |
Travelers Companies, Inc.
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|
1,550 | $511,686 | |
| 6 | AFG |
American Financial Group Inc
|
3,631 | $508,122 | |
| 7 | HRTG |
Heritage Insurance Holdings, Inc.
|
17,661 | $460,598 | |
| 8 | TRUP |
Trupanion, Inc.
|
17,300 | $428,521 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,686 | 1,550 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $453,562 | 1,555 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $481,499 | 1,660 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $457,920 | 1,640 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $384,454 | 1,437 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $382,673 | 1,447 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||