UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1463217 IRVING, TX

Back to TRV Full portfolio

Position in TRV

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,703,286

+$513,182 QoQ

Shares Held

11,218

+2.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#475

of 1,829 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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $25,574,513 across 14 Insurance - Property & Casualty names. TRV ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	17,490	$5,959,542
2	KNSL	Kinsale Capital Group, Inc.	14,262	$4,703,750
3	TRV	Travelers Companies, Inc. This page	11,218	$3,703,286
4	PGR	Progressive Corp/Oh/	16,528	$3,610,541
5	ALL	Allstate Corp	10,833	$2,577,604
6	ORI	Old Republic International Corp	20,779	$850,276
7	L	Loews Corp	7,151	$809,564
8	CINF	Cincinnati Financial Corp	4,187	$775,181

All Filings in TRV

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,703,286	11,218	+2.6%	Shares	Defined	2026-08-17
2026-03-31	$3,190,104	10,937	-0.1%	Shares	Defined	2026-05-15
2025-12-31	$3,175,286	10,947	+10.3%	Shares	Defined	2026-02-17
2025-09-30	$2,770,979	9,924	+8.4%	Shares	Defined	2025-11-14
2025-06-30	$2,449,863	9,157	+0.6%	Shares	Defined	2025-08-11
2025-03-31	$2,406,850	9,101	+4.3%	Shares	Defined	2025-05-13
2024-12-31	$2,102,006	8,726	-10.1%	Shares	Defined	2025-02-13
2024-09-30	$2,272,602	9,707	-3.3%	Shares	Defined	2024-11-12
2024-06-30	$2,041,940	10,042	+17.6%	Shares	Defined	2024-08-14
2024-03-31	$1,964,475	8,536	+1.3%	Shares	Defined	2024-05-15
2023-12-31	$1,605,449	8,428	+92.6%	Shares	Defined	2024-02-14
2023-09-30	$714,644	4,376	-14.3%	Shares	Defined	2023-11-14
2023-06-30	$886,534	5,105	-17.8%	Shares	Defined	2023-08-14
2023-03-31	$1,064,456	6,210	-18.1%	Shares	Defined	2023-08-15
2022-12-31	$1,422,486	7,587	-25.5%	Shares	Defined	2023-02-15
2022-09-30	$1,560,954	10,189	+15.2%	Shares	Defined	2022-11-14
2022-06-30	$1,496,123	8,846	-7.6%	Shares	Defined	2022-08-11
2022-03-31	$1,749,822	9,576	+7.3%	Shares	Defined	2022-05-16
2021-12-31	$1,395,981	8,924	-1.3%	Shares	Defined	2022-02-14
2021-09-30	$1,374,170	9,040	-19.1%	Shares	Defined	2021-11-15
2021-06-30	$1,672,110	11,169	-4.3%	Shares	Defined	2021-08-13
2021-03-31	$1,756,070	11,676	-10.9%	Shares	Defined	2021-05-14
2020-12-31	$1,840,250	13,110	-24.6%	Shares	Defined	2021-02-17
2020-09-30	$1,881,424	17,390	-14.3%	Shares	Defined	2020-11-13
2020-06-30	$2,314,188	20,291	-6.5%	Shares	Defined	2020-08-13
2020-03-31	$2,155,696	21,698	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.