Steward Partners Investment Advisory, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1723397 STAMFORD, CT

Back to TRV Full portfolio

Position in TRV

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$6,584,676

+$575,503 QoQ

Shares Held

22,575

+9.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in TRV Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $96,932,565 across 26 Insurance - Property & Casualty names. TRV ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	129,303	$42,143,726
2	ALL	Allstate Corp	131,770	$27,321,191
3	PGR	Progressive Corp/Oh/	37,871	$7,507,547
4	TRV	Travelers Companies, Inc. This page	22,575	$6,584,676
5	MKL	Markel Group Inc.	3,057	$5,851,311
6	WRB	Berkley W R Corp	32,294	$2,140,446
7	KNSL	Kinsale Capital Group, Inc.	6,144	$2,099,159
8	CINF	Cincinnati Financial Corp	5,256	$827,031

All Filings in TRV

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,584,676	22,575	+9.0%	Shares	Sole	2026-05-08
2025-12-31	$6,009,173	20,717	+0.9%	Shares	Sole	2026-02-12
2025-09-30	$5,730,432	20,523	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$5,458,886	20,404	-4.9%	Shares	Sole	2025-08-12
2025-03-31	$5,675,576	21,461	+0.9%	Shares	Sole	2025-05-13
2024-12-31	$5,122,525	21,265	+16.7%	Shares	Sole	2025-02-06
2024-09-30	$4,265,432	18,219	-6.6%	Shares	Sole	2024-11-14
2024-06-30	$3,966,350	19,506	-1.9%	Shares	Sole	2024-08-08
2024-03-31	$4,576,103	19,884	+9.0%	Shares	Sole	2024-05-15
2023-12-31	$3,474,918	18,242	-1.9%	Shares	Sole	2024-02-12
2023-09-30	$3,035,279	18,586	-38.9%	Shares	Sole	2023-11-13
2023-06-30	$5,282,042	30,416	+4.4%	Shares	Sole	2023-08-14
2023-03-31	$4,994,887	29,140	+12.8%	Shares	Sole	2023-05-15
2022-12-31	$4,844,929	25,841	+40.1%	Shares	Sole	2023-02-15
2022-09-30	$2,825,161	18,441	+2.1%	Shares	Sole	2022-11-10
2022-06-30	$3,055,333	18,065	-3.2%	Shares	Sole	2022-08-04
2022-03-31	$3,408,645	18,654	+1.2%	Shares	Sole	2022-05-02
2021-12-31	$2,883,630	18,434	+2.4%	Shares	Sole	2022-02-08
2021-09-30	$2,736,180	18,000	-0.5%	Shares	Sole	2021-11-12
2021-06-30	$2,709,301	18,097	-15.0%	Shares	Sole	2021-08-13
2021-03-31	$3,202,166	21,291	+3.8%	Shares	Sole	2021-05-17
2020-12-31	$2,880,392	20,520	-11.8%	Shares	Sole	2021-02-11
2020-09-30	$2,518,446	23,278	+40.0%	Shares	Sole	2020-10-30
2020-06-30	$1,896,423	16,628	+211.4%	Shares	Sole	2020-08-06
2020-03-31	$530,429	5,339	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.