Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$139,310
+$27,305 QoQ
Shares Held
422
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,577
of 1,829 holders
Holding Since
Mar 2020
24 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, 2026Crewe Advisors LLC holds $937,307 across 8 Insurance - Property & Casualty names. TRV ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,318 | $551,544 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
422 | $139,310 | |
| 3 | MKL |
Markel Group Inc.
|
50 | $97,650 | |
| 4 | PGR |
Progressive Corp/Oh/
|
204 | $44,563 | |
| 5 | CB |
Chubb Ltd
|
107 | $36,459 | |
| 6 | CINF |
Cincinnati Financial Corp
|
184 | $34,065 | |
| 7 | WRB |
Berkley W R Corp
|
401 | $28,282 | |
| 8 | L |
Loews Corp
|
48 | $5,434 |
All Filings in TRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,310 | 422 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $112,005 | 384 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $108,482 | 374 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $102,473 | 367 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $82,937 | 310 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $70,081 | 265 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $63,594 | 264 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $79,132 | 338 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $71,982 | 354 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $81,929 | 356 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $44,977 | 259 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $44,052 | 257 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $48,184 | 257 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $52,241 | 341 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,569 | 299 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $46,961 | 257 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $40,202 | 257 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $39,066 | 257 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $38,475 | 257 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $38,652 | 257 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $36,075 | 257 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $30,401 | 281 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $29,310 | 257 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $25,532 | 257 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||