United Asset Strategies, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 1539948
GARDEN CITY, NY
Position in TRV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$299,748
+$35,195 QoQ
Shares Held
908
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,316
of 1,829 holders
Holding Since
Mar 2020
8 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, 2026United Asset Strategies, Inc. holds $1,322,649 across 2 Insurance - Property & Casualty names. TRV ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
3,002 | $1,022,901 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
908 | $299,748 |
All Filings in TRV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,748 | 908 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $264,553 | 907 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $276,717 | 954 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $259,395 | 929 | Shares | Sole | 2025-10-23 | |
| 2024-09-30 | $204,152 | 872 | Shares | Sole | 2024-10-28 | |
| 2022-06-30 | $249,466 | 1,475 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $265,323 | 1,452 | Shares | Sole | 2022-04-29 | |
| 2020-03-31 | $515,725 | 5,191 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||