Soltis Investment Advisors LLC
Position in TRV — Travelers Companies, Inc.
CIK 1802530
ST. GEORGE, UT
Position in TRV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,508,648
+$273,967 QoQ
Shares Held
4,570
+8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#692
of 1,829 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Derivatives in TRV
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$825,300
PutShares
2,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $3,517,423 across 4 Insurance - Property & Casualty names. TRV ranks #1 (42.9% of the industry book) .
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,300 | 2,500 | Put | Sole | 2026-07-31 | |
| 2026-06-30 | $1,508,648 | 4,570 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $787,536 | 2,700 | Put | Sole | 2026-04-27 | |
| 2026-03-31 | $1,234,681 | 4,233 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $1,028,646 | 3,684 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $942,810 | 3,524 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $851,825 | 3,221 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $779,520 | 3,236 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $927,583 | 3,962 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $819,460 | 4,030 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||