Lifeworks Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1882132 GRAND RAPIDS, MI

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$691,601

+$78,490 QoQ

Shares Held

2,095

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#935

of 1,829 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $8,740,770 across 4 Insurance - Property & Casualty names. TRV ranks #2 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	L	Loews Corp	65,026	$7,361,593
2	TRV	Travelers Companies, Inc. This page	2,095	$691,601
3	CB	Chubb Ltd	1,123	$382,651
4	CINF	Cincinnati Financial Corp	1,647	$304,925

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$691,601	2,095	-0.3%	Shares	Sole	2026-08-14
2026-03-31	$613,111	2,102	+1.1%	Shares	Sole	2026-05-04
2025-12-31	$603,324	2,080	+1.0%	Shares	Sole	2026-02-13
2025-09-30	$575,193	2,060	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$558,891	2,089	-0.7%	Shares	Sole	2025-08-05
2025-03-31	$556,423	2,104	-0.1%	Shares	Sole	2025-05-06
2024-12-31	$507,314	2,106	-7.8%	Shares	Sole	2025-02-07
2024-09-30	$534,495	2,283	-15.3%	Shares	Sole	2024-11-06
2024-03-31	$619,997	2,694	+6.9%	Shares	Sole	2024-05-10
2023-12-31	$479,844	2,519	+2.0%	Shares	Sole	2024-02-12
2023-09-30	$403,212	2,469	-3.6%	Shares	Sole	2023-11-01
2023-06-30	$444,916	2,562	-0.6%	Shares	Sole	2023-08-02
2023-03-31	$441,894	2,578	-40.3%	Shares	Sole	2023-05-15
2022-12-31	$809,394	4,317	-22.9%	Shares	Sole	2023-02-14
2022-09-30	$858,073	5,601	-8.2%	Shares	Sole	2022-11-14
2022-06-30	$1,032,031	6,102	+3.9%	Shares	Sole	2022-08-12
2022-03-31	$1,073,538	5,875	-44.3%	Shares	Sole	2022-05-16
2021-12-31	$1,650,805	10,553	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.