Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,264,886
+$394,755 QoQ
Shares Held
9,890
+0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#129
of 764 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, 2026BURNEY CO/ holds $28,494,001 across 11 Insurance - Property & Casualty names. TRV ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
98,360 | $6,937,330 | |
| 2 | ALL |
Allstate Corp
|
27,376 | $6,513,845 | |
| 3 | AFG |
American Financial Group Inc
|
27,183 | $3,803,989 | |
| 4 | ORI |
Old Republic International Corp
|
84,452 | $3,455,775 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
9,890 | $3,264,886 | |
| 6 | CB |
Chubb Ltd
|
4,845 | $1,650,885 | |
| 7 | CNA |
Cna Financial Corp
|
25,799 | $1,254,089 | |
| 8 | CINF |
Cincinnati Financial Corp
|
3,065 | $567,454 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,264,886 | 9,890 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,870,131 | 9,840 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,280,288 | 11,309 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,163,004 | 11,328 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,053,701 | 11,414 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,985,488 | 11,289 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,814,558 | 11,684 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,691,209 | 11,495 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,488,474 | 12,238 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,945,791 | 12,800 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $2,705,338 | 14,202 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,517,422 | 15,415 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $7,988,706 | 46,002 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $6,613,169 | 38,581 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $7,464,913 | 39,815 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $7,348,697 | 47,968 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $7,460,492 | 44,111 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,947,657 | 43,494 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $7,919,112 | 50,624 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,904,141 | 45,419 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,539,931 | 43,684 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,500,137 | 43,219 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,251,798 | 44,538 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,176,674 | 47,848 | Shares | Defined | 2020-12-14 | |
| 2020-06-30 | $5,827,840 | 51,099 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,622,116 | 56,589 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||