Fortis Group Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1815183 WESTWOOD, NJ

Position in TRV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$727,254

+$87,017 QoQ

Shares Held

2,203

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#920

of 1,829 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fortis Group Advisors, LLC holds $730,438 across 3 Insurance - Property & Casualty names. TRV ranks #1 (99.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,203	$727,254
2	CB	Chubb Ltd	5	$1,703
3	WRB	Berkley W R Corp	21	$1,481

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$727,254	2,203	+0.4%	Shares	Sole	2026-07-24
2026-03-31	$640,237	2,195	+4.8%	Shares	Sole	2026-05-08
2025-12-31	$607,385	2,094	+0.4%	Shares	Sole	2026-02-06
2025-09-30	$582,452	2,086	+0.4%	Shares	Sole	2025-11-07
2025-06-30	$555,948	2,078	+0.8%	Shares	Sole	2025-08-08
2024-12-31	$496,474	2,061	+0.4%	Shares	Sole	2025-01-31
2024-09-30	$480,414	2,052	+0.4%	Shares	Sole	2024-10-21
2024-06-30	$415,423	2,043	+0.9%	Shares	Sole	2024-07-30
2024-03-31	$465,803	2,024	-0.7%	Shares	Sole	2024-04-30
2023-12-31	$388,409	2,039	0.0%	Shares	Sole	2024-03-04
2023-09-30	$332,989	2,039	-0.6%	Shares	Sole	2023-12-01
2023-06-30	$356,176	2,051	+0.6%	Shares	Sole	2023-07-18
2023-03-31	$349,504	2,039	-13.3%	Shares	Sole	2023-05-26
2020-09-30	$254,462	2,352	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.