GREAT VALLEY ADVISOR GROUP, INC.
Position in TRV — Travelers Companies, Inc.
CIK 1769897
WILMINGTON, DE
Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$906,839
+$105,303 QoQ
Shares Held
2,747
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#841
of 1,828 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $7,943,643 across 6 Insurance - Property & Casualty names. TRV ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
11,502 | $3,919,191 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,700 | $1,682,065 | |
| 3 | ALL |
Allstate Corp
|
3,977 | $946,287 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
2,747 | $906,839 | |
| 5 | CINF |
Cincinnati Financial Corp
|
1,332 | $246,606 | |
| 6 | AFG |
American Financial Group Inc
|
1,734 | $242,655 |
All Filings in TRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,839 | 2,747 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $801,536 | 2,748 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $813,908 | 2,806 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $769,530 | 2,756 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $745,901 | 2,788 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $731,495 | 2,766 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $648,716 | 2,693 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $656,706 | 2,805 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $598,429 | 2,943 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $497,332 | 2,161 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $397,933 | 2,089 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $329,069 | 2,015 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $356,697 | 2,054 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $547,312 | 3,193 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $388,854 | 2,074 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $359,100 | 2,344 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $402,191 | 2,378 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $270,074 | 1,478 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $231,047 | 1,477 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $224,822 | 1,479 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $221,121 | 1,477 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $218,681 | 1,454 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $208,730 | 1,487 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $200,728 | 1,760 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||