Aptus Capital Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1664193 FAIRHOPE, AL

Position in TRV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,061,266

+$4,994,714 QoQ

Shares Held

21,390

+201.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#351

of 1,840 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $93,898,757 across 11 Insurance - Property & Casualty names. TRV ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	212,597	$46,441,814
2	THG	Hanover Insurance Group, Inc.	91,287	$19,546,372
3	MCY	Mercury General Corp	80,195	$8,550,390
4	CB	Chubb Ltd	24,844	$8,465,344
5	TRV	Travelers Companies, Inc. This page	21,390	$7,061,266
6	ALL	Allstate Corp	4,312	$1,025,997
7	WRB	Berkley W R Corp	11,878	$837,755
8	MKL	Markel Group Inc.	370	$722,613

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,061,266	21,390	+201.9%	Shares	Sole	2026-08-12
2026-03-31	$2,066,552	7,085	-3.3%	Shares	Sole	2026-05-11
2025-12-31	$2,124,109	7,323	+11.5%	Shares	Sole	2026-02-13
2025-09-30	$1,834,475	6,570	-5.9%	Shares	Sole	2025-11-12
2025-06-30	$1,868,766	6,985	+18.0%	Shares	Sole	2025-08-11
2025-03-31	$1,565,338	5,919	+22.8%	Shares	Sole	2025-05-13
2024-12-31	$1,161,089	4,820	+15.1%	Shares	Sole	2025-02-14
2024-09-30	$980,494	4,188	+7.7%	Shares	Sole	2024-11-05
2024-06-30	$790,992	3,890	+21.3%	Shares	Sole	2024-07-31
2024-03-31	$738,289	3,208	+6.7%	Shares	Sole	2024-05-15
2023-12-31	$572,612	3,006	+4.2%	Shares	Sole	2024-02-13
2023-09-30	$470,986	2,884	+23.4%	Shares	Sole	2023-11-08
2023-06-30	$406,017	2,338	+42.5%	Shares	Sole	2023-08-11
2023-03-31	$281,283	1,641	-3.5%	Shares	Sole	2023-05-09
2022-12-31	$318,920	1,701	-3.5%	Shares	Sole	2023-02-13
2022-09-30	$270,091	1,763	+0.1%	Shares	Sole	2022-11-02
2022-06-30	$298,007	1,762	0.0%	Shares	Sole	2022-07-29
2022-03-31	$321,970	1,762	+0.1%	Shares	Sole	2022-05-04
2021-12-31	$275,316	1,760	0.0%	Shares	Sole	2022-02-02
2021-09-30	$267,537	1,760	0.0%	Shares	Sole	2021-10-27
2021-06-30	$263,489	1,760	0.0%	Shares	Sole	2021-07-27
2021-03-31	$264,704	1,760	+9.3%	Shares	Sole	2021-05-06
2020-12-31	$225,995	1,610	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.