Caerus Investment Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1862682
WEST LAKE HILLS, TX
Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$335,401
+$72,889 QoQ
Shares Held
1,016
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,250
of 1,829 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $1,894,286 across 2 Insurance - Property & Casualty names. TRV ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,575 | $1,558,885 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,016 | $335,401 |
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,401 | 1,016 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $262,512 | 900 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $358,514 | 1,236 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $330,596 | 1,184 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||