AFFINITY INVESTMENT ADVISORS, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1520601
NEWPORT BEACH, CA
Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$641,753
+$94,562 QoQ
Shares Held
1,944
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#964
of 1,829 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $1,411,013 across 2 Insurance - Property & Casualty names. TRV ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
3,233 | $769,260 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,944 | $641,753 |
All Filings in TRV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,753 | 1,944 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $547,191 | 1,876 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||