Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$230,753
-$427,926 QoQ
Shares Held
699
-70.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,464
of 1,829 holders
Holding Since
Mar 2020
24 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, 2026TCI Wealth Advisors, Inc. holds $570,293 across 2 Insurance - Property & Casualty names. TRV ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,427 | $339,540 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
699 | $230,753 |
All Filings in TRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,753 | 699 | Shares | Sole | 2026-07-29 | |
| 2025-09-30 | $658,679 | 2,359 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $629,521 | 2,353 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $618,571 | 2,339 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $560,551 | 2,327 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $550,416 | 2,351 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $471,952 | 2,321 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $535,075 | 2,325 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $442,698 | 2,324 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $382,798 | 2,344 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $414,179 | 2,385 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $413,440 | 2,412 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $448,288 | 2,391 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $358,947 | 2,343 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $390,859 | 2,311 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $429,232 | 2,349 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $360,571 | 2,305 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $350,687 | 2,307 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $343,135 | 2,292 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $335,091 | 2,228 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $307,410 | 2,190 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $281,618 | 2,603 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $296,073 | 2,596 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $259,303 | 2,610 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||