Position in TRV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$11,025,017
+$2,386,914 QoQ
Shares Held
33,397
+12.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#289
of 1,828 holders
Holding Since
Jun 2021
20 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, 2026Sequoia Financial Advisors, LLC holds $69,393,915 across 19 Insurance - Property & Casualty names. TRV ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
135,459 | $29,591,018 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
33,397 | $11,025,017 | |
| 3 | CB |
Chubb Ltd
|
26,597 | $9,062,661 | |
| 4 | ALL |
Allstate Corp
|
27,857 | $6,628,294 | |
| 5 | MKL |
Markel Group Inc.
|
1,526 | $2,980,293 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
810 | $1,679,445 | |
| 7 | L |
Loews Corp
|
14,549 | $1,647,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
7,872 | $1,457,422 |
All Filings in TRV
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,025,017 | 33,397 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,638,103 | 29,615 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,717,463 | 30,054 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,071,804 | 25,327 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,624,096 | 13,546 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,220,329 | 12,177 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,839,370 | 11,787 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,421,034 | 10,341 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,467,911 | 7,219 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,651,024 | 7,174 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,470,011 | 7,717 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $809,854 | 4,959 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $707,143 | 4,072 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $699,867 | 4,083 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $737,398 | 3,933 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $330,758 | 2,159 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $531,913 | 3,145 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $561,712 | 3,074 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $471,792 | 3,016 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $221,870 | 1,482 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||