Sunbelt Securities, Inc.
Broker-DealerPosition in TRV — Travelers Companies, Inc.
CIK 1632932
HOUSTON, TX
Position in TRV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$342,432
-$9,120 QoQ
Shares Held
1,174
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Sunbelt Securities, Inc. holds $4,059,512 across 24 Insurance - Property & Casualty names. TRV ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
1,313 | $2,513,173 | |
| 2 | CB |
Chubb Ltd
|
1,871 | $609,815 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
1,174 | $342,432 | |
| 4 | ALL |
Allstate Corp
|
1,275 | $264,358 | |
| 5 | PGR |
Progressive Corp/Oh/
|
857 | $169,891 | |
| 6 | L |
Loews Corp
|
1,059 | $113,037 | |
| 7 | UVE |
Universal Insurance Holdings, Inc.
|
646 | $22,067 | |
| 8 | CINF |
Cincinnati Financial Corp
|
45 | $7,080 |
All Filings in TRV
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,432 | 1,174 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $351,552 | 1,212 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $338,414 | 1,212 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $318,640 | 1,191 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $314,971 | 1,191 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $286,899 | 1,191 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $299,673 | 1,280 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $268,205 | 1,319 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $303,324 | 1,318 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $68,957 | 362 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $58,954 | 361 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $62,517 | 360 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $61,536 | 359 | Shares | Sole | 2023-05-17 | |
| 2021-09-30 | $205,821 | 1,354 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $202,707 | 1,354 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $212,665 | 1,414 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $214,064 | 1,525 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||