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, 2026Strategic Investment Advisors / MI holds $2,009,323 across 4 Insurance - Property & Casualty names. TRV ranks #3 (12.4% of the industry book) .
All Filings in TRV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,910 | 754 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $172,091 | 590 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||