OneDigital Investment Advisors LLC
Position in TRV — Travelers Companies, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,210,153
+$356,527 QoQ
Shares Held
6,695
+5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#594
of 1,828 holders
Holding Since
Mar 2020
26 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, 2026OneDigital Investment Advisors LLC holds $12,836,966 across 10 Insurance - Property & Casualty names. TRV ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,054 | $2,744,319 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
6,695 | $2,210,153 | |
| 3 | PGR |
Progressive Corp/Oh/
|
10,028 | $2,190,616 | |
| 4 | ALL |
Allstate Corp
|
7,598 | $1,807,868 | |
| 5 | RLI |
Rli Corp
|
18,117 | $1,070,171 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,202 | $777,958 | |
| 7 | WRB |
Berkley W R Corp
|
9,539 | $672,785 | |
| 8 | MKL |
Markel Group Inc.
|
343 | $669,882 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,210,153 | 6,695 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,853,626 | 6,355 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,208,516 | 7,614 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,054,221 | 7,357 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,976,317 | 7,387 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,284,405 | 8,638 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,849,312 | 7,677 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,909,482 | 8,156 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,706,835 | 8,394 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,050,128 | 4,563 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,079,316 | 5,666 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $659,609 | 4,039 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $708,185 | 4,078 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $680,497 | 3,970 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $692,963 | 3,696 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $594,722 | 3,882 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $636,943 | 3,766 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $571,213 | 3,126 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $402,494 | 2,573 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $388,841 | 2,558 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $348,524 | 2,328 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $365,472 | 2,430 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $369,453 | 2,632 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $284,431 | 2,629 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $419,589 | 3,679 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $398,790 | 4,014 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||