Position in TRV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$231,084
+$26,908 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,462
of 1,829 holders
Holding Since
Sep 2021
9 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, 2026Herold Advisors, Inc. holds $3,304,558 across 2 Insurance - Property & Casualty names. TRV ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
9,020 | $3,073,474 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
700 | $231,084 |
All Filings in TRV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,084 | 700 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $204,176 | 700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $203,042 | 700 | Shares | Sole | 2026-02-17 | |
| 2023-12-31 | $228,588 | 1,200 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $208,392 | 1,200 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $205,692 | 1,200 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $224,988 | 1,200 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $36,546 | 200 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $30,402 | 200 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||