Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$47,537
+$10,202 QoQ
Shares Held
144
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,641
of 1,799 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, 2026Hughes Financial Services, LLC holds $1,230,088 across 33 Insurance - Property & Casualty names. TRV ranks #2 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNSL |
Kinsale Capital Group, Inc.
|
3,245 | $1,070,233 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
144 | $47,537 | |
| 3 | ALL |
Allstate Corp
|
146 | $34,739 | |
| 4 | PGR |
Progressive Corp/Oh/
|
94 | $20,534 | |
| 5 | CB |
Chubb Ltd
|
44 | $14,992 | |
| 6 | CINF |
Cincinnati Financial Corp
|
59 | $10,923 | |
| 7 | L |
Loews Corp
|
59 | $6,679 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
2 | $4,146 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,537 | 144 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $37,335 | 128 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $36,547 | 126 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $35,181 | 126 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,907 | 123 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $33,057 | 125 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||