Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$402,416
+$138,738 QoQ
Shares Held
1,219
+34.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,161
of 1,829 holders
Holding Since
Sep 2025
4 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, 2026Investment Research Partners LLC holds $1,032,785 across 2 Insurance - Property & Casualty names. TRV ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,850 | $630,369 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,219 | $402,416 |
All Filings in TRV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,416 | 1,219 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $263,678 | 904 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $263,664 | 909 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $253,810 | 909 | Shares | Sole | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||