Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,040
+$3,498 QoQ
Shares Held
91
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,702
of 1,829 holders
Holding Since
Dec 2021
12 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, 2026Delos Wealth Advisors, LLC holds $71,763 across 2 Insurance - Property & Casualty names. TRV ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
191 | $41,723 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
91 | $30,040 |
All Filings in TRV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,040 | 91 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,542 | 91 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $29,006 | 100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,922 | 100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,754 | 100 | Shares | Sole | 2025-08-19 | |
| 2023-12-31 | $1,333 | 7 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,143 | 7 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,215 | 7 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $1,199 | 7 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,312 | 7 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,072 | 7 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $16,581 | 106 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||