Position in TRV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$663,871
-$245,878 QoQ
Shares Held
2,011
-35.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#951
of 1,829 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $9,443,063 across 11 Insurance - Property & Casualty names. TRV ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
95,368 | $3,902,458 | |
| 2 | CB |
Chubb Ltd
|
7,910 | $2,695,253 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
2,011 | $663,871 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
1,618 | $346,446 | |
| 5 | AIZ |
Assurant, Inc.
|
1,242 | $333,514 | |
| 6 | ALL |
Allstate Corp
|
1,362 | $324,074 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,376 | $254,752 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
116 | $240,513 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,871 | 2,011 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $909,749 | 3,119 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $675,549 | 2,329 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||