EverSource Wealth Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$752,668
-$84,153 QoQ
Shares Held
2,280
-20.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#904
of 1,840 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $20,122,308 across 42 Insurance - Property & Casualty names. TRV ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
66,007 | $14,419,224 | |
| 2 | CB |
Chubb Ltd
|
5,695 | $1,940,507 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
2,280 | $752,668 | |
| 4 | ALL |
Allstate Corp
|
2,227 | $529,887 | |
| 5 | WRB |
Berkley W R Corp
|
3,936 | $277,600 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,413 | $261,598 | |
| 7 | L |
Loews Corp
|
2,207 | $249,850 | |
| 8 | ORI |
Old Republic International Corp
|
6,097 | $249,485 |
All Filings in TRV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,668 | 2,280 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $836,821 | 2,869 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $583,594 | 2,012 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $623,774 | 2,234 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $548,989 | 2,052 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $277,680 | 1,050 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $172,713 | 717 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $156,857 | 670 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $133,998 | 659 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $131,636 | 572 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $98,100 | 515 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $83,122 | 509 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $65,642 | 378 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $56,050 | 327 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $60,558 | 323 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $39,372 | 257 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $27,736 | 164 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $30,332 | 166 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $23,932 | 153 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||