Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$47,867
+$9,074 QoQ
Shares Held
145
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,668
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026Millstone Evans Group, LLC holds $626,601 across 10 Insurance - Property & Casualty names. TRV ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,088 | $258,878 | |
| 2 | L |
Loews Corp
|
1,154 | $130,644 | |
| 3 | THG |
Hanover Insurance Group, Inc.
|
439 | $93,998 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
145 | $47,867 | |
| 5 | CB |
Chubb Ltd
|
140 | $47,703 | |
| 6 | ORI |
Old Republic International Corp
|
536 | $21,933 | |
| 7 | RLI |
Rli Corp
|
217 | $12,818 | |
| 8 | PGR |
Progressive Corp/Oh/
|
53 | $11,577 |
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,867 | 145 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $38,793 | 133 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $38,577 | 133 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $38,253 | 137 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $36,652 | 137 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,297 | 107 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $22,161 | 92 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||