Gladstone Institutional Advisory LLC
Position in TRV — Travelers Companies, Inc.
CIK 1766530
Bedminster, NJ
Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$299,088
+$38,910 QoQ
Shares Held
906
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,318
of 1,829 holders
Holding Since
Jun 2022
7 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, 2026Gladstone Institutional Advisory LLC holds $4,102,817 across 6 Insurance - Property & Casualty names. TRV ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
9,612 | $2,287,079 | |
| 2 | CB |
Chubb Ltd
|
1,695 | $577,554 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,720 | $375,734 | |
| 4 | CINF |
Cincinnati Financial Corp
|
1,923 | $356,024 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
906 | $299,088 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
100 | $207,338 |
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,088 | 906 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $260,178 | 892 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $278,457 | 960 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $282,570 | 1,012 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $231,689 | 866 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $231,138 | 874 | Shares | Sole | 2025-05-15 | |
| 2022-06-30 | $658,253 | 3,892 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||