Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,467
+$5,300 QoQ
Shares Held
62
+19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,720
of 1,825 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, 2026Rialto Wealth Management, LLC holds $245,353 across 24 Insurance - Property & Casualty names. TRV ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
567 | $123,861 | |
| 2 | ALL |
Allstate Corp
|
111 | $26,411 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
62 | $20,467 | |
| 4 | L |
Loews Corp
|
176 | $19,924 | |
| 5 | CB |
Chubb Ltd
|
37 | $12,607 | |
| 6 | MKL |
Markel Group Inc.
|
3 | $5,859 | |
| 7 | WRB |
Berkley W R Corp
|
73 | $5,148 | |
| 8 | CINF |
Cincinnati Financial Corp
|
26 | $4,813 |
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,467 | 62 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,167 | 52 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,342 | 46 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $12,844 | 46 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,306 | 46 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,462 | 32 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,226 | 30 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||