Position in TRV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$393,503
+$46,988 QoQ
Shares Held
1,192
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,152
of 1,799 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, 2026JFS WEALTH ADVISORS, LLC holds $2,008,939 across 26 Insurance - Property & Casualty names. TRV ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,783 | $662,187 | |
| 2 | ORI |
Old Republic International Corp
|
11,157 | $456,544 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
1,192 | $393,503 | |
| 4 | CB |
Chubb Ltd
|
442 | $150,607 | |
| 5 | WRB |
Berkley W R Corp
|
2,028 | $143,034 | |
| 6 | PGR |
Progressive Corp/Oh/
|
229 | $50,025 | |
| 7 | MKL |
Markel Group Inc.
|
17 | $33,201 | |
| 8 | L |
Loews Corp
|
231 | $26,151 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,503 | 1,192 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $346,515 | 1,188 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $342,270 | 1,180 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $313,005 | 1,121 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $299,912 | 1,121 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $296,459 | 1,121 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $269,555 | 1,119 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $261,980 | 1,119 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $269,628 | 1,326 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $324,267 | 1,409 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $277,924 | 1,459 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $220,958 | 1,353 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $234,961 | 1,353 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $232,089 | 1,354 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $249,736 | 1,332 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $161,626 | 1,055 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $188,241 | 1,113 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $188,942 | 1,034 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $150,172 | 960 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $138,633 | 912 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $47,607 | 318 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $47,676 | 317 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $49,410 | 352 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $34,188 | 316 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $35,925 | 315 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $31,195 | 314 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||