Position in TRV
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$1,119,176
-$61,658 QoQ
Shares Held
3,837
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 Mar 31, 2026Essential Partners LLC holds $4,535,290 across 40 Insurance - Property & Casualty names. TRV ranks #1 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
3,837 | $1,119,176 | |
| 2 | CB |
Chubb Ltd
|
3,344 | $1,089,909 | |
| 3 | ORI |
Old Republic International Corp
|
18,899 | $754,070 | |
| 4 | CINF |
Cincinnati Financial Corp
|
3,989 | $627,669 | |
| 5 | AFG |
American Financial Group Inc
|
2,158 | $275,598 | |
| 6 | MCY |
Mercury General Corp
|
2,007 | $176,917 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
406 | $70,380 | |
| 8 | SAFT |
Safety Insurance Group Inc
|
923 | $67,046 |
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,119,176 | 3,837 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $1,180,834 | 4,071 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $1,123,302 | 4,023 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $994,981 | 3,719 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||