Position in TRV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,417,865
+$210,602 QoQ
Shares Held
4,295
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#710
of 1,828 holders
Holding Since
Mar 2020
26 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, 2026Valeo Financial Advisors, LLC holds $5,853,141 across 7 Insurance - Property & Casualty names. TRV ranks #1 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
4,295 | $1,417,865 | |
| 2 | CB |
Chubb Ltd
|
3,651 | $1,244,041 | |
| 3 | CINF |
Cincinnati Financial Corp
|
5,941 | $1,099,916 | |
| 4 | ALL |
Allstate Corp
|
4,486 | $1,067,398 | |
| 5 | PGR |
Progressive Corp/Oh/
|
2,378 | $519,474 | |
| 6 | WRB |
Berkley W R Corp
|
3,774 | $266,180 | |
| 7 | MKL |
Markel Group Inc.
|
122 | $238,267 |
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,417,865 | 4,295 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,207,263 | 4,139 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,465,383 | 5,052 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,391,911 | 4,985 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,366,861 | 5,109 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,340,283 | 5,068 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,219,385 | 5,062 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,178,560 | 5,034 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $974,608 | 4,793 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,126,535 | 4,895 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $862,157 | 4,526 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $575,504 | 3,524 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $667,549 | 3,844 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $582,965 | 3,401 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $648,715 | 3,460 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $507,092 | 3,310 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $568,107 | 3,359 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $626,032 | 3,426 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $526,856 | 3,368 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $620,504 | 4,082 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $244,326 | 1,632 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $246,054 | 1,636 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $248,033 | 1,767 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $159,904 | 1,478 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $158,301 | 1,388 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $203,369 | 2,047 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||