Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,969,495
+$161,664 QoQ
Shares Held
5,966
-3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#630
of 1,837 holders
Holding Since
Jun 2020
15 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, 2026Arkadios Wealth Advisors holds $18,163,417 across 12 Insurance - Property & Casualty names. TRV ranks #6 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRTG |
Heritage Insurance Holdings, Inc.
|
140,818 | $3,672,532 | |
| 2 | ORI |
Old Republic International Corp
|
71,041 | $2,906,996 | |
| 3 | CB |
Chubb Ltd
|
7,893 | $2,689,459 | |
| 4 | ALL |
Allstate Corp
|
10,168 | $2,419,372 | |
| 5 | PGR |
Progressive Corp/Oh/
|
10,042 | $2,193,674 | |
| 6 | TRV |
Travelers Companies, Inc.
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|
5,966 | $1,969,495 | |
| 7 | CINF |
Cincinnati Financial Corp
|
3,555 | $658,172 | |
| 8 | CNA |
Cna Financial Corp
|
9,425 | $458,148 |
All Filings in TRV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,969,495 | 5,966 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,807,831 | 6,198 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,804,462 | 6,221 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,204,554 | 4,314 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $808,772 | 3,023 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $444,292 | 1,680 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $297,499 | 1,235 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $293,820 | 1,255 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $258,241 | 1,270 | Shares | Sole | 2024-07-29 | |
| 2021-09-30 | $136,048 | 895 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $210,641 | 1,407 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $123,328 | 820 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $86,889 | 619 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $11,900 | 110 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $12,431 | 109 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||