Position in TRV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,061,202
+$910,938 QoQ
Shares Held
9,273
+25.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#509
of 1,799 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $47,715,990 across 41 Insurance - Property & Casualty names. TRV ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
88,432 | $19,317,970 | |
| 2 | CINF |
Cincinnati Financial Corp
|
68,410 | $12,665,427 | |
| 3 | CB |
Chubb Ltd
|
13,387 | $4,561,486 | |
| 4 | ALL |
Allstate Corp
|
14,863 | $3,536,502 | |
| 5 | TRV |
Travelers Companies, Inc.
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|
9,273 | $3,061,202 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
4,921 | $1,622,995 | |
| 7 | MKL |
Markel Group Inc.
|
639 | $1,247,973 | |
| 8 | AIZ |
Assurant, Inc.
|
2,199 | $590,497 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,061,202 | 9,273 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,150,264 | 7,372 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,272,039 | 7,833 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,879,150 | 6,730 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,913,178 | 7,151 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,821,600 | 6,888 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,505,321 | 6,249 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,470,039 | 6,279 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,262,944 | 6,211 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $864,175 | 3,755 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $548,230 | 2,878 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $455,144 | 2,787 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $330,127 | 1,901 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $313,508 | 1,829 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $329,794 | 1,759 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $266,261 | 1,738 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $287,182 | 1,698 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $306,072 | 1,675 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $237,304 | 1,517 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $213,878 | 1,407 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $206,450 | 1,379 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $205,596 | 1,367 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $233,435 | 1,663 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $184,788 | 1,708 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $185,787 | 1,629 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $183,499 | 1,847 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||