Grey Ledge Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1660694 GUILFORD, CT

Position in TRV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,925,853

+$308,025 QoQ

Shares Held

8,863

-1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#524

of 1,829 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Grey Ledge Advisors, LLC holds $5,499,760 across 3 Insurance - Property & Casualty names. TRV ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	8,863	$2,925,853
2	PGR	Progressive Corp/Oh/	5,899	$1,288,636
3	CB	Chubb Ltd	3,772	$1,285,271

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,925,853	8,863	-1.2%	Shares	Sole	2026-07-27
2026-03-31	$2,617,828	8,975	-0.3%	Shares	Sole	2026-04-21
2025-12-31	$2,611,410	9,003	-8.9%	Shares	Sole	2026-02-05
2025-09-30	$2,759,252	9,882	-7.1%	Shares	Sole	2025-10-21
2025-06-30	$2,845,555	10,636	-0.9%	Shares	Sole	2025-07-15
2025-03-31	$2,837,126	10,728	+5.0%	Shares	Sole	2025-04-18
2024-12-31	$2,460,450	10,214	-0.8%	Shares	Sole	2025-01-21
2024-09-30	$2,411,201	10,299	-1.7%	Shares	Sole	2024-10-25
2024-06-30	$2,131,003	10,480	-2.1%	Shares	Sole	2024-07-18
2024-03-31	$2,464,108	10,707	+1.0%	Shares	Sole	2024-05-02
2023-12-31	$2,019,194	10,600	+1.9%	Shares	Sole	2024-02-13
2023-09-30	$1,699,077	10,404	+23.9%	Shares	Sole	2023-11-13
2023-06-30	$1,458,570	8,399	+8.3%	Shares	Sole	2023-08-08
2023-03-31	$1,329,455	7,756	+2.1%	Shares	Sole	2023-05-18
2022-12-31	$1,424,361	7,597	+6.2%	Shares	Sole	2023-02-16
2022-09-30	$1,095,686	7,152	+0.3%	Shares	Sole	2022-10-18
2022-06-30	$1,206,235	7,132	+0.3%	Shares	Sole	2022-07-20
2022-03-31	$1,299,941	7,114	-0.3%	Shares	Sole	2022-05-02
2021-12-31	$1,116,284	7,136	-1.1%	Shares	Sole	2022-02-11
2021-06-30	$1,080,307	7,216	-0.9%	Shares	Sole	2021-07-29
2021-03-31	$1,095,363	7,283	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.