Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$932,919
+$211,595 QoQ
Shares Held
2,826
+14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#839
of 1,837 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $5,115,316 across 6 Insurance - Property & Casualty names. TRV ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
7,833 | $2,669,016 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
2,826 | $932,919 | |
| 3 | ALL |
Allstate Corp
|
3,042 | $723,813 | |
| 4 | ORI |
Old Republic International Corp
|
8,412 | $344,219 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
1,089 | $233,176 | |
| 6 | MCY |
Mercury General Corp
|
1,990 | $212,173 |
All Filings in TRV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932,919 | 2,826 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $721,324 | 2,473 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $605,645 | 2,088 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $683,530 | 2,448 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $547,386 | 2,046 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $664,587 | 2,513 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $573,799 | 2,382 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $580,383 | 2,479 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $506,723 | 2,492 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $580,413 | 2,522 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $500,417 | 2,627 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $399,782 | 2,448 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $420,951 | 2,424 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $357,732 | 2,087 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $312,170 | 1,665 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $264,882 | 1,729 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $287,521 | 1,700 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $302,966 | 1,658 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $202,889 | 1,297 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $190,924 | 1,256 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $228,457 | 1,519 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $214,064 | 1,525 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||