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Strategic Investment Advisors / MI

Position in TRV — Travelers Companies, Inc.

CIK 1760540 FARMINGTON HILLS, MI

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$248,910
+$76,819 QoQ
Shares Held
754
+27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,418
of 1,829 holders
Holding Since
Mar 2026
2 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, 2026

Strategic Investment Advisors / MI holds $2,009,323 across 4 Insurance - Property & Casualty names. TRV ranks #3 (12.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TRV
Travelers Companies, Inc.
This page
754 $248,910

All Filings in TRV

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $248,910 754
2026-03-31 $172,091 590