Southeast Asset Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1390003
Thomasville, GA
Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$594,216
+$69,192 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#993
of 1,829 holders
Holding Since
Jun 2025
5 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, 2026Southeast Asset Advisors, LLC holds $6,145,053 across 3 Insurance - Property & Casualty names. TRV ranks #2 (9.7% of the industry book) .
All Filings in TRV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,216 | 1,800 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $525,024 | 1,800 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $522,108 | 1,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $502,596 | 1,800 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $454,818 | 1,700 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||