FIRST FOUNDATION ADVISORS
EndowmentPosition in TRV — Travelers Companies, Inc.
CIK 1086763
Irvine, CA
Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$526,871
+$61,350 QoQ
Shares Held
1,596
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,026
of 1,829 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $817,180 across 2 Insurance - Property & Casualty names. TRV ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,596 | $526,871 | |
| 2 | CB |
Chubb Ltd
|
852 | $290,309 |
All Filings in TRV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,871 | 1,596 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $465,521 | 1,596 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $202,461 | 698 | Shares | Sole | 2026-02-04 | |
| 2024-06-30 | $67,305 | 331 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $114,609 | 498 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $95,053 | 499 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $207,566 | 1,271 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $225,063 | 1,296 | Shares | Defined | 2023-08-14 | |
| 2022-06-30 | $218,346 | 1,291 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||