Steward Partners Investment Advisory, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1723397
STAMFORD, CT
Position in TRV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,115,736
+$531,060 QoQ
Shares Held
21,555
-4.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#350
of 1,837 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $102,619,996 across 28 Insurance - Property & Casualty names. TRV ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
121,587 | $41,429,554 | |
| 2 | ALL |
Allstate Corp
|
138,442 | $32,940,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
33,131 | $7,237,466 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
21,555 | $7,115,736 | |
| 5 | MKL |
Markel Group Inc.
|
3,164 | $6,179,323 | |
| 6 | WRB |
Berkley W R Corp
|
29,364 | $2,071,042 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
5,461 | $1,801,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
5,016 | $928,662 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,115,736 | 21,555 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,584,676 | 22,575 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,009,173 | 20,717 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,730,432 | 20,523 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,458,886 | 20,404 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,675,576 | 21,461 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,122,525 | 21,265 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,265,432 | 18,219 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,966,350 | 19,506 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,576,103 | 19,884 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,474,918 | 18,242 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,035,279 | 18,586 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,282,042 | 30,416 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,994,887 | 29,140 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,844,929 | 25,841 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,825,161 | 18,441 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,055,333 | 18,065 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,408,645 | 18,654 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,883,630 | 18,434 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,736,180 | 18,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,709,301 | 18,097 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,202,166 | 21,291 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,880,392 | 20,520 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,518,446 | 23,278 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,896,423 | 16,628 | 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. | ||||||