Position in TRV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$251,221
+$38,878 QoQ
Shares Held
761
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,409
of 1,829 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Douglas Lane & Associates, LLC holds $5,845,490 across 2 Insurance - Property & Casualty names. TRV ranks #2 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
16,418 | $5,594,269 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
761 | $251,221 |
All Filings in TRV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,221 | 761 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $212,343 | 728 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $211,163 | 728 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $203,272 | 728 | Shares | Sole | 2025-10-10 | |
| 2022-03-31 | $259,293 | 1,419 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $218,063 | 1,394 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $211,901 | 1,394 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $208,695 | 1,394 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $226,953 | 1,509 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $209,151 | 1,490 | Shares | Sole | 2021-01-14 | |
| 2020-06-30 | $227,187 | 1,992 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||