SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in TRV — Travelers Companies, Inc.
CIK 1531593
NEW YORK, NY
Position in TRV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$340,098
+$338,144 QoQ
Shares Held
1,166
+16557.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Derivatives in TRV
reported options exposure · as of Dec 31, 2021CallValue
$312,860
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $297,051 across 9 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
936 | $204,469 | |
| 2 | CB |
Chubb Ltd
|
84 | $28,622 | |
| 3 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
333 | $19,430 | |
| 4 | ALL |
Allstate Corp
|
60 | $14,276 | |
| 5 | SIGI |
Selective Insurance Group Inc
|
115 | $11,156 | |
| 6 | CINF |
Cincinnati Financial Corp
|
36 | $6,665 | |
| 7 | WRB |
Berkley W R Corp
|
68 | $4,796 | |
| 8 | L |
Loews Corp
|
39 | $4,415 |
All Filings in TRV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,098 | 1,166 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $1,954 | 7 | Shares | Sole | 2025-11-13 | |
| 2024-03-31 | $460 | 2 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $102,459 | 590 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $87,557 | 467 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $618,162 | 4,035 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $910,765 | 5,385 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $54,819 | 300 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $312,860 | 2,000 | Call | Sole | 2022-01-18 | |
| 2021-09-30 | $395,530 | 2,602 | Shares | Sole | 2021-10-20 | |
| 2021-03-31 | $6,016 | 40 | Call | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||