Position in TRV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$411,989
+$93,183 QoQ
Shares Held
1,248
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,146
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026Avior Wealth Management, LLC holds $4,745,081 across 6 Insurance - Property & Casualty names. TRV ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
|
619 | $1,283,428 | |
| 2 | PGR |
Progressive Corp/Oh/
|
4,880 | $1,066,036 | |
| 3 | CB |
Chubb Ltd
|
2,937 | $1,000,753 | |
| 4 | WRB |
Berkley W R Corp
|
7,799 | $550,063 | |
| 5 | ALL |
Allstate Corp
|
1,819 | $432,812 | |
| 6 | TRV |
Travelers Companies, Inc.
This page
|
1,248 | $411,989 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,989 | 1,248 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $318,806 | 1,093 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $293,540 | 1,012 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $282,570 | 1,012 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $315,964 | 1,181 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $347,764 | 1,315 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $337,246 | 1,400 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $284,455 | 1,215 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $253,768 | 1,248 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $614,703 | 2,671 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $126,104 | 662 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $92,760 | 568 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $98,465 | 567 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $97,018 | 566 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $105,931 | 565 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $86,404 | 564 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $95,389 | 564 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $102,876 | 563 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $87,913 | 562 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $90,901 | 598 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $45,811 | 306 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $46,172 | 307 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $44,076 | 314 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $34,620 | 320 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $33,302 | 292 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $28,811 | 290 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||