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Equibles

Capital Analysts, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1624758 FORT WASHINGTON, PA
Back to TRV Full portfolio

Position in TRV

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$11,883
+$1,383 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,761
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, 2026

Capital Analysts, LLC holds $1,676,387 across 6 Insurance - Property & Casualty names. TRV ranks #6 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PGR
Progressive Corp/Oh/
 2,919 $637,655
2 ALL
Allstate Corp
 1,829 $435,192
3 CB
Chubb Ltd
 1,233 $420,131
4 MKL
Markel Group Inc.
 52 $101,556
5 AFG
American Financial Group Inc
 500 $69,970
6 TRV
Travelers Companies, Inc.
This page 		36 $11,883

All Filings in TRV

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,883 36
2026-03-31 $10,500 36
2025-12-31 $4,350 15
2025-09-30 $10,051 36
2025-06-30 $9,631 36
2025-03-31 $32,263 122
2024-12-31 $5,061 35
2024-09-30 $8,193 35
2024-06-30 $7,116 35
2024-03-31 $8,053 35
2023-12-31 $4,003 35
2023-09-30 $9,307 57
2023-06-30 $4,687 27
2023-03-31 $1,032 27
2022-12-31 $3,938 27
2022-09-30 $9,191 60
2022-06-30 $4,565 27
2022-03-31 $4,933 27
2021-12-31 $4,223 27
2021-09-30 $29,185 192
2021-06-30 $4,041 27
2021-03-31 $4,060 27
2020-12-31 $2,947 21
2020-09-30 $2,271 21
2020-06-30 $2,395 21
2020-03-31 $2,086 21

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