Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,442,821
+$725,239 QoQ
Shares Held
10,429
+11.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#489
of 1,825 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $41,307,139 across 10 Insurance - Property & Casualty names. TRV ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
167,509 | $11,814,409 | |
| 2 | ORI |
Old Republic International Corp
|
206,999 | $8,470,399 | |
| 3 | PGR |
Progressive Corp/Oh/
|
34,375 | $7,509,218 | |
| 4 | CB |
Chubb Ltd
|
15,056 | $5,130,181 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
10,429 | $3,442,821 | |
| 6 | ALL |
Allstate Corp
|
13,295 | $3,163,412 | |
| 7 | CINF |
Cincinnati Financial Corp
|
4,778 | $884,598 | |
| 8 | MKL |
Markel Group Inc.
|
229 | $447,239 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,442,821 | 10,429 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $2,717,582 | 9,317 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $2,768,622 | 9,545 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,527,220 | 9,051 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,831,910 | 10,585 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,933,125 | 11,091 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $2,740,123 | 11,375 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $2,546,289 | 10,876 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $2,256,260 | 11,096 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $2,528,087 | 10,985 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,874,231 | 9,839 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,020,745 | 18,497 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,104,867 | 17,879 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,182,226 | 18,565 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,699,740 | 19,733 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,106,896 | 20,280 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $3,470,716 | 20,521 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $4,015,126 | 21,973 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,718,028 | 23,768 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $5,004,321 | 32,921 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $5,701,256 | 38,082 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,439,667 | 36,168 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,117,047 | 36,454 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,023,369 | 37,188 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,270,478 | 46,212 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $4,575,166 | 46,051 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||