Position in TRV
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$239,469
+$9,162 QoQ
Shares Held
821
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Basecamp Wealth Advisors LLC holds $1,996,116 across 31 Insurance - Property & Casualty names. TRV ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,577 | $534,315 | |
| 2 | PGR |
Progressive Corp/Oh/
|
2,638 | $522,957 | |
| 3 | CB |
Chubb Ltd
|
895 | $291,707 | |
| 4 | TRV |
Travelers Companies, Inc.
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|
821 | $239,469 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
38 | $83,484 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
343 | $59,459 | |
| 7 | ORI |
Old Republic International Corp
|
1,353 | $53,984 | |
| 8 | WRB |
Berkley W R Corp
|
784 | $51,963 |
All Filings in TRV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,469 | 821 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $230,307 | 794 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||