Biltmore Family Office, LLC

Family Office

Position in TRV — Travelers Companies, Inc.

CIK 1731123 CHARLOTTE, NC

Position in TRV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$940,181

+$122,894 QoQ

Shares Held

2,848

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#834

of 1,829 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Biltmore Family Office, LLC holds $3,659,409 across 5 Insurance - Property & Casualty names. TRV ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	6,710	$1,596,577
2	TRV	Travelers Companies, Inc. This page	2,848	$940,181
3	PGR	Progressive Corp/Oh/	2,353	$514,012
4	ORI	Old Republic International Corp	8,042	$329,078
5	CINF	Cincinnati Financial Corp	1,510	$279,561

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$940,181	2,848	+1.6%	Shares	Sole	2026-08-12
2026-03-31	$817,287	2,802	0.0%	Shares	Sole	2026-05-11
2025-12-31	$812,748	2,802	+10.6%	Shares	Sole	2026-02-04
2025-09-30	$707,543	2,534	+203.8%	Shares	Sole	2025-10-31
2025-06-30	$223,128	834	-67.1%	Shares	Sole	2025-08-01
2025-03-31	$670,141	2,534	+203.8%	Shares	Sole	2025-05-12
2024-12-31	$200,902	834	-68.8%	Shares	Sole	2025-02-12
2021-12-31	$417,511	2,669	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.