Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,203,021
+$605,853 QoQ
Shares Held
15,761
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#404
of 1,829 holders
Holding Since
Mar 2020
6 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, 2026Moody Aldrich Partners LLC holds $5,203,021 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
15,761 | $5,203,021 |
All Filings in TRV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,203,021 | 15,761 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,597,168 | 15,761 | Shares | Sole | 2026-04-20 | |
| 2020-12-31 | $660,440 | 4,705 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $509,033 | 4,705 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $536,605 | 4,705 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $467,441 | 4,705 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||