LEVEL FOUR ADVISORY SERVICES, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1696715
DALLAS, TX
Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,174,897
+$237,438 QoQ
Shares Held
3,559
+10.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#762
of 1,825 holders
Holding Since
Mar 2020
22 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $10,030,582 across 8 Insurance - Property & Casualty names. TRV ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
13,960 | $4,756,730 | |
| 2 | ALL |
Allstate Corp
|
6,235 | $1,483,555 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
3,559 | $1,174,897 | |
| 4 | PGR |
Progressive Corp/Oh/
|
4,582 | $1,000,937 | |
| 5 | PLMR |
Palomar Holdings, Inc.
|
4,027 | $508,972 | |
| 6 | WRB |
Berkley W R Corp
|
6,314 | $445,326 | |
| 7 | MKL |
Markel Group Inc.
|
200 | $390,602 | |
| 8 | CINF |
Cincinnati Financial Corp
|
1,456 | $269,563 |
All Filings in TRV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,897 | 3,559 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $937,459 | 3,214 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $898,605 | 3,098 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $849,945 | 3,044 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $801,549 | 2,996 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $811,363 | 3,068 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $750,372 | 3,115 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $680,352 | 2,906 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $540,681 | 2,659 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $559,930 | 2,433 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $463,462 | 2,433 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $394,902 | 2,274 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $359,275 | 2,096 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $400,666 | 2,137 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $323,797 | 1,772 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $331,631 | 2,120 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $385,649 | 2,537 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $273,819 | 1,829 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $232,668 | 1,547 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $217,152 | 1,547 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $235,171 | 2,062 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $230,591 | 2,321 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||