Position in TRV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$49,518
+$5,766 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,662
of 1,829 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, 2026Walsh & Associates, LLC holds $51,167 across 2 Insurance - Property & Casualty names. TRV ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
150 | $49,518 | |
| 2 | KNSL |
Kinsale Capital Group, Inc.
|
5 | $1,649 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,518 | 150 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $43,752 | 150 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,509 | 150 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||