Mutual Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1694080 OMAHA, NE

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$749,042

+$174,433 QoQ

Shares Held

2,269

+15.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#904

of 1,828 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Mutual Advisors, LLC holds $5,609,794 across 7 Insurance - Property & Casualty names. TRV ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	6,416	$2,186,187
2	PGR	Progressive Corp/Oh/	3,672	$802,148
3	TRV	Travelers Companies, Inc. This page	2,269	$749,042
4	CINF	Cincinnati Financial Corp	3,308	$612,443
5	ALL	Allstate Corp	2,467	$586,997
6	L	Loews Corp	3,427	$387,970
7	ORI	Old Republic International Corp	6,965	$285,007

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$749,042	2,269	+15.2%	Shares	Sole	2026-08-14
2026-03-31	$574,609	1,970	-3.9%	Shares	Sole	2026-05-04
2025-12-31	$594,332	2,049	+2.9%	Shares	Sole	2026-02-02
2025-09-30	$555,927	1,991	+6.1%	Shares	Sole	2025-11-04
2025-06-30	$501,905	1,876	+70.4%	Shares	Sole	2025-07-28
2025-03-31	$291,170	1,101	-46.4%	Shares	Sole	2025-04-28
2024-12-31	$494,788	2,054	+6.8%	Shares	Sole	2025-01-17
2024-09-30	$450,212	1,923	+11.3%	Shares	Sole	2024-10-25
2024-06-30	$351,371	1,728	+8.9%	Shares	Sole	2024-07-30
2024-03-31	$365,232	1,587	+9.8%	Shares	Sole	2024-05-02
2023-09-30	$236,146	1,446	-2.2%	Shares	Sole	2023-11-13
2023-06-30	$256,669	1,478	+6.9%	Shares	Sole	2023-07-31
2023-03-31	$236,888	1,382	+0.9%	Shares	Sole	2023-04-11
2022-12-31	$256,673	1,369	+13.0%	Shares	Sole	2023-01-12
2022-06-30	$204,985	1,212	+0.7%	Shares	Sole	2022-08-15
2022-03-31	$219,824	1,203	-11.2%	Shares	Sole	2022-05-09
2021-03-31	$203,641	1,354	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.