CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in TRV — Travelers Companies, Inc.
CIK 1766904
RICHMOND, VA
Position in TRV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$337,048
+$33,413 QoQ
Shares Held
1,021
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,248
of 1,829 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,921,021 across 7 Insurance - Property & Casualty names. TRV ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,792 | $610,601 | |
| 2 | ALL |
Allstate Corp
|
1,482 | $352,621 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
1,021 | $337,048 | |
| 4 | PGR |
Progressive Corp/Oh/
|
951 | $207,742 | |
| 5 | MKL |
Markel Group Inc.
|
99 | $193,347 | |
| 6 | WRB |
Berkley W R Corp
|
2,137 | $150,718 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
322 | $68,944 |
All Filings in TRV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,048 | 1,021 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $303,635 | 1,041 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $312,390 | 1,077 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $217,508 | 779 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $194,496 | 727 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $171,896 | 650 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $145,736 | 605 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,030,989 | 8,675 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $1,845,104 | 9,074 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $2,117,976 | 9,203 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,802,032 | 9,460 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,555,525 | 9,525 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,698,394 | 9,780 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,693,873 | 9,882 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,874,525 | 9,998 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,591,901 | 10,391 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,684,196 | 9,958 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $314,295 | 1,720 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $213,502 | 1,521 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $77,031 | 712 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||