Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,815,990
+$1,244,298 QoQ
Shares Held
5,501
+180.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#654
of 1,842 holders
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, 2026SummitTX Capital, L.P. holds $9,940,581 across 7 Insurance - Property & Casualty names. TRV ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNA |
Cna Financial Corp
|
93,447 | $4,542,458 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
5,501 | $1,815,990 | |
| 3 | PGR |
Progressive Corp/Oh/
|
5,546 | $1,211,523 | |
| 4 | KMPR |
KEMPER Corp
|
40,437 | $1,090,181 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
3,305 | $707,666 | |
| 6 | RLI |
Rli Corp
|
6,157 | $363,693 | |
| 7 | AFG |
American Financial Group Inc
|
1,494 | $209,070 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,815,990 | 5,501 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $571,692 | 1,960 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,629,230 | 12,512 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,087,282 | 3,894 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,493,943 | 5,584 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,753,369 | 6,630 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||