Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,886,230
+$8,102,701 QoQ
Shares Held
54,181
+61.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#222
of 1,799 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $669,276,145 across 40 Insurance - Property & Casualty names. TRV ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
676,017 | $230,346,032 | |
| 2 | PGR |
Progressive Corp/Oh/
|
734,298 | $160,407,397 | |
| 3 | WRB |
Berkley W R Corp
|
1,259,360 | $88,822,660 | |
| 4 | ALL |
Allstate Corp
|
307,379 | $73,137,758 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
103,629 | $34,177,879 | |
| 6 | CINF |
Cincinnati Financial Corp
|
170,139 | $31,499,534 | |
| 7 | TRV |
Travelers Companies, Inc.
This page
|
54,181 | $17,886,230 | |
| 8 | MKL |
Markel Group Inc.
|
5,515 | $10,770,849 |
All Filings in TRV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,886,230 | 54,181 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,783,529 | 33,542 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,785,155 | 9,602 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,364,713 | 8,469 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,836,126 | 6,863 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,444,480 | 5,462 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,051,965 | 4,367 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $718,046 | 3,067 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $361,944 | 1,780 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $150,281 | 653 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,098 | 221 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $43,603 | 267 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $46,367 | 267 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $53,479 | 312 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,748 | 148 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $22,673 | 148 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $25,031 | 148 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $63,590 | 348 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $23,151 | 148 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $138,177 | 909 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $183,993 | 1,229 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $35,193 | 234 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $28,495 | 203 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||