Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$607,090
+$75,650 QoQ
Shares Held
1,839
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#984
of 1,829 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $73,687,211 across 7 Insurance - Property & Casualty names. TRV ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
200,378 | $68,276,799 | |
| 2 | WRB |
Berkley W R Corp
|
23,856 | $1,682,563 | |
| 3 | L |
Loews Corp
|
10,419 | $1,179,534 | |
| 4 | ALL |
Allstate Corp
|
4,805 | $1,143,301 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
1,839 | $607,090 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,623 | $572,994 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
682 | $224,930 |
All Filings in TRV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,090 | 1,839 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $531,440 | 1,822 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $519,207 | 1,790 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $484,167 | 1,734 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $444,651 | 1,662 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $206,807 | 782 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $203,552 | 845 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $203,216 | 868 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||