Position in TRV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,175
+$2,758 QoQ
Shares Held
49
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,743
of 1,829 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $591,379 across 8 Insurance - Property & Casualty names. TRV ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,454 | $345,964 | |
| 2 | PGR |
Progressive Corp/Oh/
|
561 | $122,550 | |
| 3 | CB |
Chubb Ltd
|
118 | $40,207 | |
| 4 | WRB |
Berkley W R Corp
|
538 | $37,945 | |
| 5 | ORI |
Old Republic International Corp
|
518 | $21,196 | |
| 6 | TRV |
Travelers Companies, Inc.
This page
|
49 | $16,175 | |
| 7 | STC |
Stewart Information Services Corp
|
100 | $6,602 | |
| 8 | CINF |
Cincinnati Financial Corp
|
4 | $740 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,175 | 49 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,417 | 46 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,342 | 46 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,844 | 46 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,306 | 46 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $12,165 | 46 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||