Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,046,480
+$151,023 QoQ
Shares Held
3,170
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#793
of 1,825 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $12,234,662 across 7 Insurance - Property & Casualty names. TRV ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RLI |
Rli Corp
|
86,120 | $5,087,108 | |
| 2 | CB |
Chubb Ltd
|
8,222 | $2,801,564 | |
| 3 | ALL |
Allstate Corp
|
9,626 | $2,290,410 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
3,170 | $1,046,480 | |
| 5 | PGR |
Progressive Corp/Oh/
|
2,293 | $500,905 | |
| 6 | TRUP |
Trupanion, Inc.
|
11,082 | $274,501 | |
| 7 | ORI |
Old Republic International Corp
|
5,711 | $233,694 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,046,480 | 3,170 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $895,457 | 3,070 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $501,513 | 1,729 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $466,576 | 1,671 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $323,723 | 1,210 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $301,748 | 1,141 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||