Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,053,743
+$122,118 QoQ
Shares Held
3,192
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#790
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, 2026Strategic Advisors LLC holds $1,491,934 across 2 Insurance - Property & Casualty names. TRV ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
3,192 | $1,053,743 | |
| 2 | CB |
Chubb Ltd
|
1,286 | $438,191 |
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,053,743 | 3,192 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $931,625 | 3,194 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $913,979 | 3,151 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $910,815 | 3,262 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $875,390 | 3,272 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $888,321 | 3,359 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $789,155 | 3,276 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $715,938 | 3,058 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $623,643 | 3,067 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $700,316 | 3,043 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $658,333 | 3,456 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $561,623 | 3,439 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $596,001 | 3,432 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $582,794 | 3,400 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $630,153 | 3,361 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $512,300 | 3,344 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $569,968 | 3,370 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $608,490 | 3,330 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $509,336 | 3,256 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $492,512 | 3,240 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $482,665 | 3,224 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $469,097 | 3,119 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $448,622 | 3,196 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $344,152 | 3,181 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $420,274 | 3,685 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $525,561 | 5,290 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||