Sowell Financial Services LLC
Position in TRV — Travelers Companies, Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$223,161
-$242,893 QoQ
Shares Held
676
-61.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,485
of 1,829 holders
Holding Since
Mar 2020
9 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 Jun 30, 2026Sowell Financial Services LLC holds $12,066,284 across 10 Insurance - Property & Casualty names. TRV ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
14,315 | $3,406,111 | |
| 2 | UVE |
Universal Insurance Holdings, Inc.
|
80,634 | $3,335,022 | |
| 3 | CB |
Chubb Ltd
|
7,236 | $2,465,594 | |
| 4 | MKL |
Markel Group Inc.
|
543 | $1,060,484 | |
| 5 | PGR |
Progressive Corp/Oh/
|
2,743 | $599,208 | |
| 6 | L |
Loews Corp
|
2,463 | $278,836 | |
| 7 | WRB |
Berkley W R Corp
|
3,443 | $242,834 | |
| 8 | AFG |
American Financial Group Inc
|
1,708 | $239,017 |
All Filings in TRV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,161 | 676 | Shares | Sole | 2026-07-20 | |
| 2025-06-30 | $466,054 | 1,742 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $537,911 | 2,034 | Shares | Sole | 2025-04-17 | |
| 2023-03-31 | $293,453 | 1,712 | Shares | Sole | 2023-05-12 | |
| 2021-03-31 | $311,628 | 2,072 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $294,496 | 2,098 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $223,195 | 2,063 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $251,480 | 2,205 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $375,642 | 3,781 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||