LVW Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1576053 PITTSFORD, NY

Position in TRV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,048,131

+$129,339 QoQ

Shares Held

3,175

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#792

of 1,829 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LVW Advisors, LLC holds $5,723,578 across 5 Insurance - Property & Casualty names. TRV ranks #2 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	9,551	$3,254,407
2	TRV	Travelers Companies, Inc. This page	3,175	$1,048,131
3	WRB	Berkley W R Corp	9,348	$659,314
4	ALL	Allstate Corp	2,174	$517,281
5	PGR	Progressive Corp/Oh/	1,119	$244,445

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,048,131	3,175	+0.8%	Shares	Sole	2026-07-15
2026-03-31	$918,792	3,150	-12.1%	Shares	Sole	2026-04-20
2025-12-31	$1,039,284	3,583	+1.3%	Shares	Sole	2026-01-14
2025-09-30	$987,880	3,538	+2.1%	Shares	Sole	2025-10-20
2025-06-30	$927,026	3,465	+26.0%	Shares	Sole	2025-07-17
2025-03-31	$727,529	2,751	-0.1%	Shares	Sole	2025-04-09
2024-12-31	$663,170	2,753	-0.0%	Shares	Sole	2025-01-16
2024-09-30	$644,766	2,754	+7.0%	Shares	Sole	2024-10-09
2024-06-30	$523,397	2,574	-12.4%	Shares	Sole	2024-07-15
2024-03-31	$676,151	2,938	+10.8%	Shares	Sole	2024-04-18
2023-12-31	$505,179	2,652	+76.7%	Shares	Sole	2024-01-16
2023-09-30	$245,128	1,501	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.