Prime Capital Investment Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1731446
OVERLAND PARK, KS
Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,013,138
+$141,015 QoQ
Shares Held
3,069
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#807
of 1,829 holders
Holding Since
Jun 2021
16 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, 2026Prime Capital Investment Advisors, LLC holds $8,186,365 across 7 Insurance - Property & Casualty names. TRV ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,322 | $2,835,638 | |
| 2 | PGR |
Progressive Corp/Oh/
|
9,115 | $1,991,171 | |
| 3 | ALL |
Allstate Corp
|
4,814 | $1,145,443 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
3,069 | $1,013,138 | |
| 5 | ORI |
Old Republic International Corp
|
9,858 | $403,389 | |
| 6 | WRB |
Berkley W R Corp
|
5,715 | $403,078 | |
| 7 | MKL |
Markel Group Inc.
|
202 | $394,508 |
All Filings in TRV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,138 | 3,069 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $872,123 | 2,990 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $857,417 | 2,956 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $838,776 | 3,004 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $504,847 | 1,887 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $546,109 | 2,065 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $411,681 | 1,709 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $394,492 | 1,685 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $341,814 | 1,681 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $391,698 | 1,702 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $299,259 | 1,571 | Shares | Sole | 2024-01-24 | |
| 2022-06-30 | $201,264 | 1,190 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $327,817 | 1,794 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $289,239 | 1,849 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $276,810 | 1,821 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $369,933 | 2,471 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||