Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$19,477
+$1,685 QoQ
Shares Held
59
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,723
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, 2026Rossby Financial, LCC holds $561,470 across 14 Insurance - Property & Casualty names. TRV ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
2,039 | $377,500 | |
| 2 | CB |
Chubb Ltd
|
212 | $72,236 | |
| 3 | PGR |
Progressive Corp/Oh/
|
211 | $46,092 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
59 | $19,477 | |
| 5 | ALL |
Allstate Corp
|
71 | $16,893 | |
| 6 | WRB |
Berkley W R Corp
|
143 | $10,085 | |
| 7 | AFG |
American Financial Group Inc
|
48 | $6,717 | |
| 8 | ORI |
Old Republic International Corp
|
157 | $6,424 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,477 | 59 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $17,792 | 61 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,701 | 30 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,350 | 12 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,675 | 10 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,578 | 40 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||