Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$630,527
+$207,886 QoQ
Shares Held
1,910
+31.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#972
of 1,829 holders
Holding Since
Jun 2021
21 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, 2026Advisor OS, LLC holds $4,541,377 across 6 Insurance - Property & Casualty names. TRV ranks #4 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,698 | $1,600,793 | |
| 2 | ALL |
Allstate Corp
|
3,843 | $914,400 | |
| 3 | KNSL |
Kinsale Capital Group, Inc.
|
2,018 | $665,555 | |
| 4 | TRV |
Travelers Companies, Inc.
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|
1,910 | $630,527 | |
| 5 | ORI |
Old Republic International Corp
|
9,242 | $378,182 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,611 | $351,920 |
All Filings in TRV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,527 | 1,910 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $422,641 | 1,449 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $408,983 | 1,410 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $393,419 | 1,409 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $398,632 | 1,490 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $334,538 | 1,265 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $310,023 | 1,287 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $314,889 | 1,345 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $263,119 | 1,294 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $336,231 | 1,461 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $265,540 | 1,394 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $210,831 | 1,291 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $942,103 | 5,425 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,525,546 | 8,900 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,710,656 | 9,124 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $897,902 | 5,861 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,162,090 | 6,871 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $793,961 | 4,345 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $504,329 | 3,224 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $430,034 | 2,829 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $363,943 | 2,431 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||