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Equibles

NewEdge Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1633516 NEW ORLEANS, LA
Back to TRV Full portfolio

Position in TRV

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,792,485
+$225,993 QoQ
Shares Held
8,459
-3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#538
of 1,841 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in TRV Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $70,248,848 across 21 Insurance - Property & Casualty names. TRV ranks #5 (4.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CB
Chubb Ltd
 99,590 $33,934,296
2 ALL
Allstate Corp
 49,772 $11,842,749
3 PGR
Progressive Corp/Oh/
 38,391 $8,386,513
4 CINF
Cincinnati Financial Corp
 19,281 $3,569,684
5 TRV
Travelers Companies, Inc.
This page 		8,459 $2,792,485
6 MKL
Markel Group Inc.
 1,266 $2,472,510
7 WRB
Berkley W R Corp
 34,493 $2,432,791
8 ORI
Old Republic International Corp
 27,780 $1,136,757

All Filings in TRV

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,792,485 8,459
2026-03-31 $2,566,492 8,799
2025-12-31 $9,223,617 31,799
2025-09-30 $7,079,343 25,354
2025-06-30 $6,814,778 25,472
2025-03-31 $6,773,613 25,613
2024-12-31 $7,606,583 31,577
2024-09-30 $6,758,342 28,867
2024-06-30 $5,058,082 24,875
2024-03-31 $4,981,840 21,647
2023-12-31 $3,887,710 20,409
2023-09-30 $2,865,927 17,549
2023-06-30 $2,280,850 13,134
2023-03-31 $2,374,714 13,854
2022-12-31 $2,602,923 13,883
2022-09-30 $1,878,385 12,261
2022-06-30 $2,337,545 13,821
2021-12-31 $1,153,671 7,375
2021-09-30 $663,067 4,362
2021-06-30 $712,170 4,757
2021-03-31 $692,441 4,604
2020-12-31 $722,484 5,147
2020-09-30 $813,047 7,515
2020-06-30 $906,013 7,944
2020-03-31 $954,852 9,611