Beacon Pointe Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in TRV
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$7,719,195
+$720,334 QoQ
Shares Held
23,383
-2.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#336
of 1,829 holders
Holding Since
Dec 2020
23 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, 2026Beacon Pointe Advisors, LLC holds $74,287,115 across 16 Insurance - Property & Casualty names. TRV ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
87,379 | $29,773,520 | |
| 2 | CINF |
Cincinnati Financial Corp
|
59,811 | $11,073,408 | |
| 3 | PGR |
Progressive Corp/Oh/
|
42,790 | $9,347,475 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
23,383 | $7,719,195 | |
| 5 | MKL |
Markel Group Inc.
|
2,152 | $4,202,877 | |
| 6 | ALL |
Allstate Corp
|
15,461 | $3,678,790 | |
| 7 | WRB |
Berkley W R Corp
|
26,971 | $1,902,264 | |
| 8 | L |
Loews Corp
|
15,790 | $1,787,585 |
All Filings in TRV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,719,195 | 23,383 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $6,998,861 | 23,995 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,629,031 | 22,854 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,115,755 | 21,903 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,053,830 | 18,890 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,359,810 | 20,267 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,221,772 | 21,677 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,496,976 | 19,208 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,815,497 | 23,682 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,025,944 | 30,529 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,849,185 | 30,706 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,953,845 | 30,334 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,786,201 | 16,044 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,939,852 | 17,151 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,204,579 | 17,092 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,886,964 | 12,317 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,149,811 | 12,711 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,297,078 | 23,516 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,427,736 | 9,127 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,684,574 | 11,082 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $899,457 | 6,008 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $247,107 | 1,643 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $206,624 | 1,472 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||