Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$271,028
+$31,559 QoQ
Shares Held
821
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,377
of 1,841 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $2,161,538 across 29 Insurance - Property & Casualty names. TRV ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,479 | $589,853 | |
| 2 | PGR |
Progressive Corp/Oh/
|
2,632 | $574,960 | |
| 3 | CB |
Chubb Ltd
|
893 | $304,280 | |
| 4 | TRV |
Travelers Companies, Inc.
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|
821 | $271,028 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
37 | $76,715 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
357 | $76,440 | |
| 7 | WRB |
Berkley W R Corp
|
802 | $56,565 | |
| 8 | ORI |
Old Republic International Corp
|
1,283 | $52,500 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,028 | 821 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||