CVA Family Office, LLC
Family OfficePosition in TRV — Travelers Companies, Inc.
CIK 1802084
DENVER, CO
Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$255,182
+$33,214 QoQ
Shares Held
773
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,401
of 1,829 holders
Holding Since
Mar 2020
24 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, 2026CVA Family Office, LLC holds $1,483,642 across 20 Insurance - Property & Casualty names. TRV ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,218 | $415,021 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,295 | $282,892 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
773 | $255,182 | |
| 4 | ALL |
Allstate Corp
|
849 | $202,011 | |
| 5 | WRB |
Berkley W R Corp
|
918 | $64,746 | |
| 6 | CINF |
Cincinnati Financial Corp
|
317 | $58,689 | |
| 7 | L |
Loews Corp
|
511 | $57,850 | |
| 8 | MKL |
Markel Group Inc.
|
26 | $50,778 |
All Filings in TRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,182 | 773 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $221,968 | 761 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $127,626 | 440 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $137,934 | 494 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $132,699 | 496 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $127,205 | 481 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $106,473 | 442 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $96,691 | 413 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $83,166 | 409 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $90,905 | 395 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $74,862 | 393 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $82,488 | 475 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $63,764 | 372 | Shares | Sole | 2023-04-27 | |
| 2022-09-30 | $56,224 | 367 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $61,225 | 362 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $50,433 | 276 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $43,174 | 276 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $13,528 | 89 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $52,548 | 351 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $39,254 | 261 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $12,492 | 89 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $9,628 | 89 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $10,150 | 89 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,842 | 89 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||