Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,754,917
+$1,140,639 QoQ
Shares Held
5,316
+152.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#656
of 1,829 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $3,951,327 across 2 Insurance - Property & Casualty names. TRV ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
6,446 | $2,196,410 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
5,316 | $1,754,917 |
All Filings in TRV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,754,917 | 5,316 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $614,278 | 2,106 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $376,207 | 1,297 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $322,499 | 1,155 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $309,008 | 1,155 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||