LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1807328
LIBERTYVILLE, IL
Position in TRV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,629,469
+$1,071,507 QoQ
Shares Held
20,082
+5.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#359
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 20%
None 80%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $31,696,912 across 3 Insurance - Property & Casualty names. TRV ranks #2 (20.9% of the industry book) .
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,629,469 | 20,082 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,557,962 | 19,055 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,241,547 | 14,623 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,323,382 | 26,228 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,302,642 | 19,820 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,621,890 | 21,258 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,887,658 | 20,290 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,555,975 | 19,460 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,757,113 | 18,477 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,976,819 | 17,280 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,156,800 | 16,572 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,552,371 | 15,629 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,544,987 | 14,655 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,415,681 | 14,093 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,468,680 | 13,167 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,993,132 | 13,010 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,960,047 | 11,589 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,358,130 | 12,905 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,943,642 | 12,425 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,786,269 | 11,751 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,734,989 | 11,589 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,676,358 | 11,146 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,497,046 | 10,665 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,065,346 | 9,847 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,041,162 | 9,129 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $834,540 | 8,400 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||