Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$295,127
+$21,240 QoQ
Shares Held
894
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,322
of 1,829 holders
Holding Since
Sep 2020
9 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, 2026Advisory Alpha, LLC holds $4,314,052 across 7 Insurance - Property & Casualty names. TRV ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
18,806 | $1,326,387 | |
| 2 | CB |
Chubb Ltd
|
3,200 | $1,090,368 | |
| 3 | L |
Loews Corp
|
5,485 | $620,956 | |
| 4 | CINF |
Cincinnati Financial Corp
|
2,271 | $420,452 | |
| 5 | ORI |
Old Republic International Corp
|
8,395 | $343,523 | |
| 6 | TRV |
Travelers Companies, Inc.
This page
|
894 | $295,127 | |
| 7 | ALL |
Allstate Corp
|
913 | $217,239 |
All Filings in TRV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,127 | 894 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $273,887 | 939 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $325,447 | 1,122 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $331,992 | 1,189 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $378,569 | 1,415 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $383,731 | 1,451 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $338,209 | 1,404 | Shares | Sole | 2025-01-17 | |
| 2024-06-30 | $217,777 | 1,071 | Shares | Sole | 2024-08-21 | |
| 2020-09-30 | $1,622 | 15 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||