Position in TRV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,889,604
+$904,039 QoQ
Shares Held
20,870
+1.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#355
of 1,837 holders
Holding Since
Mar 2020
26 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, 2026PINNACLE ASSOCIATES LTD holds $50,150,536 across 8 Insurance - Property & Casualty names. TRV ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
15,466 | $30,205,252 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
20,870 | $6,889,604 | |
| 3 | CB |
Chubb Ltd
|
16,430 | $5,598,358 | |
| 4 | PGR |
Progressive Corp/Oh/
|
13,231 | $2,890,311 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
8,807 | $1,885,754 | |
| 6 | DGICA |
Donegal Group Inc
|
92,874 | $1,751,603 | |
| 7 | ALL |
Allstate Corp
|
2,783 | $662,187 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
129 | $267,467 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,889,604 | 20,870 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,985,565 | 20,521 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,157,393 | 21,228 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,840,723 | 20,918 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,597,739 | 20,923 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,480,933 | 20,725 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,013,161 | 20,811 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,818,423 | 20,581 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,249,195 | 20,897 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,809,235 | 20,897 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,920,474 | 20,581 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,357,490 | 20,559 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,603,792 | 20,752 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,377,628 | 13,871 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,437,932 | 13,003 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,965,096 | 12,827 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,192,093 | 12,961 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,243,558 | 12,278 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,920,647 | 12,278 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,820,775 | 11,978 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,826,462 | 12,200 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,832,473 | 12,184 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,816,247 | 12,939 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,429,622 | 13,214 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,500,432 | 21,924 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,369,696 | 23,852 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||