Lebenthal Global Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1845766
Hauppauge, NY
Position in TRV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$319,556
+$37,210 QoQ
Shares Held
968
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,282
of 1,829 holders
Holding Since
Dec 2020
10 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, 2026Lebenthal Global Advisors, LLC holds $319,556 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
968 | $319,556 |
All Filings in TRV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,556 | 968 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $282,346 | 968 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $259,313 | 894 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $262,187 | 939 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $264,596 | 989 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $236,426 | 894 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $554,768 | 2,303 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $203,918 | 871 | Shares | Defined | 2024-10-28 | |
| 2024-03-31 | $200,451 | 871 | Shares | Defined | 2024-05-09 | |
| 2020-12-31 | $136,860 | 975 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||