Checchi Capital Advisers, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1598186 BEVERLY HILLS, CA

Position in TRV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,003,894

+$115,437 QoQ

Shares Held

3,041

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#811

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Checchi Capital Advisers, LLC holds $5,626,446 across 9 Insurance - Property & Casualty names. TRV ranks #3 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	5,756	$1,257,398
2	CB	Chubb Ltd	3,366	$1,146,930
3	TRV	Travelers Companies, Inc. This page	3,041	$1,003,894
4	ALL	Allstate Corp	3,277	$779,729
5	CINF	Cincinnati Financial Corp	2,160	$399,902
6	WRB	Berkley W R Corp	4,994	$352,226
7	L	Loews Corp	2,337	$264,571
8	MKL	Markel Group Inc.	111	$216,784

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,003,894	3,041	-0.2%	Shares	Sole	2026-08-04
2026-03-31	$888,457	3,046	+5.8%	Shares	Sole	2026-05-04
2025-12-31	$835,082	2,879	-1.5%	Shares	Sole	2026-01-27
2025-09-30	$816,160	2,923	-6.2%	Shares	Sole	2025-11-05
2025-06-30	$833,654	3,116	-1.9%	Shares	Sole	2025-07-22
2025-03-31	$839,924	3,176	+0.6%	Shares	Sole	2025-04-29
2024-12-31	$760,248	3,156	-0.2%	Shares	Sole	2025-02-05
2024-09-30	$740,053	3,161	-2.9%	Shares	Sole	2024-11-04
2024-06-30	$661,668	3,254	-1.0%	Shares	Sole	2024-07-26
2024-03-31	$756,470	3,287	+1.1%	Shares	Sole	2024-04-25
2023-12-31	$619,473	3,252	+5.0%	Shares	Sole	2024-02-07
2023-09-30	$505,607	3,096	-2.1%	Shares	Sole	2023-11-13
2023-06-30	$548,939	3,161	-1.2%	Shares	Sole	2023-08-10
2023-03-31	$548,340	3,199	+2.2%	Shares	Sole	2023-05-08
2022-12-31	$587,031	3,131	-2.2%	Shares	Sole	2023-02-10
2022-09-30	$490,699	3,203	+1.6%	Shares	Sole	2022-11-09
2022-06-30	$533,436	3,154	-21.9%	Shares	Sole	2022-08-11
2022-03-31	$737,681	4,037	+1.6%	Shares	Sole	2022-05-09
2021-12-31	$621,809	3,975	+33.5%	Shares	Sole	2022-02-09
2021-09-30	$452,533	2,977	+2.3%	Shares	Sole	2021-11-09
2021-06-30	$435,656	2,910	-5.5%	Shares	Sole	2021-08-06
2021-03-31	$462,931	3,078	-3.8%	Shares	Sole	2021-05-10
2020-12-31	$448,903	3,198	+6.7%	Shares	Sole	2021-02-12
2020-09-30	$324,353	2,998	+3.6%	Shares	Sole	2020-11-10
2020-06-30	$330,174	2,895	-0.4%	Shares	Sole	2020-08-12
2020-03-31	$288,711	2,906	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.