BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in TRV — Travelers Companies, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in TRV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$279,611
+$24,683 QoQ
Shares Held
847
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,352
of 1,829 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $20,524,636 across 10 Insurance - Property & Casualty names. TRV ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
31,756 | $10,820,539 | |
| 2 | ALL |
Allstate Corp
|
35,842 | $8,528,245 | |
| 3 | AIZ |
Assurant, Inc.
|
2,605 | $699,520 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
847 | $279,611 | |
| 5 | MKL |
Markel Group Inc.
|
51 | $99,603 | |
| 6 | L |
Loews Corp
|
500 | $56,605 | |
| 7 | PGR |
Progressive Corp/Oh/
|
61 | $13,325 | |
| 8 | ORI |
Old Republic International Corp
|
281 | $11,498 |
All Filings in TRV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,611 | 847 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $254,928 | 874 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $301,082 | 1,038 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $289,830 | 1,038 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $281,184 | 1,051 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $245,947 | 930 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $256,547 | 1,065 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $249,337 | 1,065 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $1,036,528 | 6,347 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,102,220 | 6,347 | Shares | Sole | 2023-07-21 | |
| 2021-12-31 | $272,657 | 1,743 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $264,953 | 1,743 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $273,669 | 1,828 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $385,625 | 2,564 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $365,242 | 2,602 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $312,560 | 2,889 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $388,226 | 3,404 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $389,352 | 3,919 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||