Capital Advisors, Ltd. LLC
Position in TRV — Travelers Companies, Inc.
CIK 1597878
SHAKER HEIGHTS, OH
Position in TRV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$101,676
+$11,839 QoQ
Shares Held
308
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#585
of 693 holders
Holding Since
Dec 2021
19 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, 2026Capital Advisors, Ltd. LLC holds $990,509 across 29 Insurance - Property & Casualty names. TRV ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | L |
Loews Corp
|
1,404 | $158,946 | |
| 2 | PGR |
Progressive Corp/Oh/
|
622 | $135,875 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
308 | $101,676 | |
| 4 | ALL |
Allstate Corp
|
391 | $93,034 | |
| 5 | DGICA |
Donegal Group Inc
|
4,746 | $89,509 | |
| 6 | WRB |
Berkley W R Corp
|
1,061 | $74,832 | |
| 7 | CB |
Chubb Ltd
|
166 | $56,562 | |
| 8 | CINF |
Cincinnati Financial Corp
|
255 | $47,210 |
All Filings in TRV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,676 | 308 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $89,837 | 308 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $92,239 | 318 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $85,999 | 308 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $82,937 | 310 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $81,453 | 308 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $74,194 | 308 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $72,108 | 308 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $62,018 | 305 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $71,113 | 309 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $58,099 | 305 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $50,626 | 310 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $53,834 | 310 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $20,740 | 121 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $68,246 | 364 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,384 | 120 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $21,817 | 129 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $21,013 | 115 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $17,520 | 112 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||