ALBION FINANCIAL GROUP /UT
Position in TRV — Travelers Companies, Inc.
CIK 1054677
SALT LAKE CITY, UT
Position in TRV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$106,958
+$12,454 QoQ
Shares Held
324
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,599
of 1,825 holders
Holding Since
Dec 2020
22 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, 2026ALBION FINANCIAL GROUP /UT holds $572,094 across 7 Insurance - Property & Casualty names. TRV ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,137 | $248,377 | |
| 2 | ALL |
Allstate Corp
|
552 | $131,342 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
324 | $106,958 | |
| 4 | CB |
Chubb Ltd
|
232 | $79,051 | |
| 5 | CINF |
Cincinnati Financial Corp
|
23 | $4,258 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
6 | $1,978 | |
| 7 | LMND |
Lemonade, Inc.
|
2 | $130 |
All Filings in TRV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,958 | 324 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $94,504 | 324 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $89,628 | 309 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $16,473 | 59 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $12,306 | 46 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,165 | 46 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $11,080 | 46 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,364 | 40 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $8,133 | 40 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $9,205 | 40 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,619 | 40 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $10,778 | 66 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $11,461 | 66 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $11,313 | 66 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $12,374 | 66 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $11,643 | 76 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $12,853 | 76 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $13,887 | 76 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $11,888 | 76 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $11,552 | 76 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $11,377 | 76 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $10,668 | 76 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||