Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$77,248
+$8,995 QoQ
Shares Held
234
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,628
of 1,825 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $454,834 across 15 Insurance - Property & Casualty names. TRV ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
328 | $111,762 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
234 | $77,248 | |
| 3 | L |
Loews Corp
|
613 | $69,397 | |
| 4 | ALL |
Allstate Corp
|
284 | $67,574 | |
| 5 | PGR |
Progressive Corp/Oh/
|
260 | $56,797 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
8 | $16,587 | |
| 7 | MKL |
Markel Group Inc.
|
7 | $13,671 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
63 | $13,489 |
All Filings in TRV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,248 | 234 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $68,253 | 234 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $68,454 | 236 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $64,220 | 230 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $85,880 | 321 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $83,833 | 317 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $75,880 | 315 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $71,640 | 306 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $62,222 | 306 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $70,192 | 305 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $57,908 | 304 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $48,503 | 297 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $53,139 | 306 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $57,936 | 338 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $64,121 | 342 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $47,645 | 311 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $55,136 | 326 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $45,990 | 294 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $46,211 | 304 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||