HARBOR INVESTMENT ADVISORY, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1468792
LUTHERVILLE, MD
Position in TRV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$220,520
+$25,678 QoQ
Shares Held
668
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,467
of 1,799 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $6,242,233 across 11 Insurance - Property & Casualty names. TRV ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
2,198 | $4,292,715 | |
| 2 | CB |
Chubb Ltd
|
1,810 | $616,739 | |
| 3 | ALL |
Allstate Corp
|
1,511 | $359,527 | |
| 4 | PLMR |
Palomar Holdings, Inc.
|
1,817 | $229,650 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
668 | $220,520 | |
| 6 | AIZ |
Assurant, Inc.
|
600 | $161,118 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
469 | $154,680 | |
| 8 | WRB |
Berkley W R Corp
|
1,390 | $98,036 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,520 | 668 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $194,842 | 668 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $211,743 | 730 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $147,986 | 530 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $142,063 | 531 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $140,428 | 531 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $95,874 | 398 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $93,179 | 398 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $81,336 | 400 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $97,119 | 422 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $75,815 | 398 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $64,997 | 398 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $75,021 | 432 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $68,392 | 399 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $308,796 | 1,647 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $250,328 | 1,634 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $275,851 | 1,631 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $297,118 | 1,626 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $257,796 | 1,648 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $250,512 | 1,648 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $246,722 | 1,648 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $247,859 | 1,648 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $231,329 | 1,648 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $178,297 | 1,648 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $202,552 | 1,776 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $175,452 | 1,766 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||