J.W. COLE ADVISORS, INC.

Position in TRV — Travelers Companies, Inc.

CIK 1404763 TAMPA, FL

Position in TRV

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,534,661

+$635,533 QoQ

Shares Held

7,678

+17.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#562

of 1,828 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $12,479,632 across 11 Insurance - Property & Casualty names. TRV ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	8,083	$2,754,201
2	TRV	Travelers Companies, Inc. This page	7,678	$2,534,661
3	ALL	Allstate Corp	10,244	$2,437,457
4	MKL	Markel Group Inc.	721	$1,408,120
5	CINF	Cincinnati Financial Corp	4,340	$803,507
6	PGR	Progressive Corp/Oh/	3,173	$693,141
7	HCI	HCI Group, Inc.	3,350	$587,087
8	ORI	Old Republic International Corp	10,167	$416,033

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,534,661	7,678	+17.9%	Shares	Sole	2026-07-21
2026-03-31	$1,899,128	6,511	-1.4%	Shares	Sole	2026-04-23
2025-12-31	$1,914,976	6,602	-39.5%	Shares	Sole	2026-02-11
2025-09-30	$3,049,082	10,920	-2.0%	Shares	Sole	2025-11-05
2025-06-30	$2,980,128	11,139	+94.3%	Shares	Sole	2025-08-12
2025-03-31	$1,516,413	5,734	+15.7%	Shares	Sole	2025-05-05
2024-12-31	$1,193,850	4,956	+0.2%	Shares	Sole	2025-01-31
2024-09-30	$1,157,489	4,944	+4.9%	Shares	Sole	2024-10-24
2024-06-30	$958,748	4,715	-20.9%	Shares	Sole	2024-08-08
2024-03-31	$1,372,094	5,962	+26.3%	Shares	Sole	2024-04-30
2023-12-31	$899,112	4,720	+165.9%	Shares	Sole	2024-01-31
2021-03-31	$266,960	1,775	+0.4%	Shares	Sole	2021-04-28
2020-12-31	$248,174	1,768	-68.7%	Shares	Sole	2021-02-12
2020-09-30	$610,299	5,641	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.