HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1484205
LONG BEACH, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,650
-$8,122 QoQ
Shares Held
5
-85.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,809
of 1,829 holders
Holding Since
Mar 2025
3 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $24,557 across 4 Insurance - Property & Casualty names. TRV ranks #3 (6.7% of the industry book) .
All Filings in TRV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,650 | 5 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $9,772 | 35 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $1,057 | 4 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||