Apella Capital, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1801507 WEST HARTFORD, CT

Position in TRV

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$464,478

+$73,627 QoQ

Shares Held

1,407

+5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,090

of 1,829 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Apella Capital, LLC holds $2,928,859 across 5 Insurance - Property & Casualty names. TRV ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	5,142	$1,223,487
2	CB	Chubb Ltd	1,741	$593,228
3	TRV	Travelers Companies, Inc. This page	1,407	$464,478
4	PGR	Progressive Corp/Oh/	1,582	$345,587
5	WRB	Berkley W R Corp	4,283	$302,079

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$464,478	1,407	+5.0%	Shares	Sole	2026-07-08
2026-03-31	$390,851	1,340	+51.9%	Shares	Sole	2026-04-20
2025-12-31	$255,832	882	+5.8%	Shares	Sole	2026-01-21
2025-09-30	$232,869	834	-30.9%	Shares	Sole	2025-10-17
2024-12-31	$290,754	1,207	+0.4%	Shares	Sole	2025-01-14
2024-09-30	$281,412	1,202	+0.9%	Shares	Sole	2024-10-03
2024-06-30	$242,177	1,191	+0.1%	Shares	Sole	2024-07-10
2024-03-31	$273,866	1,190	+1.5%	Shares	Sole	2024-04-10
2023-12-31	$223,254	1,172	+0.3%	Shares	Sole	2024-01-05
2023-06-30	$203,008	1,169	+2.3%	Shares	Sole	2023-07-06
2022-12-31	$214,301	1,143	—	Shares	Sole	2023-01-10
No filing history on record for this holder in this stock.