Westside Investment Management, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 1538383
SANTA MONICA, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$55,459
+$6,458 QoQ
Shares Held
168
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,655
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $421,141 across 13 Insurance - Property & Casualty names. TRV ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
285 | $97,110 | |
| 2 | PGR |
Progressive Corp/Oh/
|
277 | $60,510 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
168 | $55,459 | |
| 4 | HCI |
HCI Group, Inc.
|
252 | $44,163 | |
| 5 | L |
Loews Corp
|
370 | $41,887 | |
| 6 | WRB |
Berkley W R Corp
|
550 | $38,790 | |
| 7 | ALL |
Allstate Corp
|
117 | $27,838 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
106 | $22,696 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,459 | 168 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $49,001 | 168 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $88,757 | 306 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $78,739 | 282 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $58,056 | 217 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $40,197 | 152 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $36,615 | 152 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $35,586 | 152 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $30,907 | 152 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $34,981 | 152 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $55,432 | 291 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $47,523 | 291 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $50,535 | 291 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $57,250 | 334 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $62,621 | 334 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $51,168 | 334 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $32,642 | 193 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $33,439 | 183 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $28,626 | 183 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $27,817 | 183 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $27,396 | 183 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $27,523 | 183 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $25,687 | 183 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $16,228 | 150 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $92,152 | 808 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $80,274 | 808 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||