Position in TRV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$513,336
+$29,731 QoQ
Shares Held
1,555
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,040
of 1,829 holders
Holding Since
Dec 2020
23 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, 2026CENTAURUS FINANCIAL, INC. holds $9,377,157 across 7 Insurance - Property & Casualty names. TRV ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
2,337 | $4,564,184 | |
| 2 | CB |
Chubb Ltd
|
4,554 | $1,551,729 | |
| 3 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
23,806 | $1,389,080 | |
| 4 | CINF |
Cincinnati Financial Corp
|
3,977 | $736,301 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
1,555 | $513,336 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,279 | $497,847 | |
| 7 | ALL |
Allstate Corp
|
524 | $124,680 |
All Filings in TRV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,336 | 1,555 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $483,605 | 1,658 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $488,170 | 1,683 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $473,836 | 1,697 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $584,307 | 2,184 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $565,415 | 2,138 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $587,771 | 2,440 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $596,771 | 2,549 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $527,667 | 2,595 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $628,742 | 2,732 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $496,607 | 2,607 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $433,261 | 2,653 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $462,456 | 2,663 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $442,409 | 2,581 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $485,786 | 2,591 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $369,058 | 2,409 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $390,690 | 2,310 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $275,374 | 1,507 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $246,377 | 1,575 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $235,311 | 1,548 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $211,091 | 1,410 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $217,328 | 1,445 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $202,694 | 1,444 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||