Milestones Private Investment Advisors LLC
Position in TRV — Travelers Companies, Inc.
CIK 1726041
FAIRPORT, NY
Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$445,662
+$51,894 QoQ
Shares Held
1,350
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#1,109
of 1,829 holders
Holding Since
Jun 2025
5 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, 2026Milestones Private Investment Advisors LLC holds $445,662 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,350 | $445,662 |
All Filings in TRV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,662 | 1,350 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $393,768 | 1,350 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $417,686 | 1,440 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $402,076 | 1,440 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $385,257 | 1,440 | Shares | Sole | 2025-09-11 | |
| No filing history on record for this holder in this stock. | ||||||