CARY STREET PARTNERS FINANCIAL LLC
Position in TRV — Travelers Companies, Inc.
CIK 1475045
RICHMOND, VA
Position in TRV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,472,928
+$277,162 QoQ
Shares Held
7,491
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#569
of 1,829 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $8,947,066 across 7 Insurance - Property & Casualty names. TRV ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,929 | $3,042,466 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
7,491 | $2,472,928 | |
| 3 | MKL |
Markel Group Inc.
|
987 | $1,927,620 | |
| 4 | ALL |
Allstate Corp
|
3,260 | $775,684 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
2,326 | $498,043 | |
| 6 | PGR |
Progressive Corp/Oh/
|
603 | $131,725 | |
| 7 | WRB |
Berkley W R Corp
|
1,398 | $98,600 |
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,472,928 | 7,491 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $2,195,766 | 7,528 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $2,180,380 | 7,517 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,225,662 | 7,971 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,065,408 | 7,720 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,032,109 | 7,684 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,959,398 | 8,134 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||