Position in TRV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,647,700
-$535,001 QoQ
Shares Held
5,649
-24.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $2,880,693 across 2 Insurance - Property & Casualty names. TRV ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
5,649 | $1,647,700 | |
| 2 | CB |
Chubb Ltd
|
3,783 | $1,232,993 |
All Filings in TRV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,647,700 | 5,649 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,182,701 | 7,525 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,101,130 | 7,525 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,113,566 | 7,900 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,089,234 | 7,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,903,031 | 7,900 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,849,548 | 7,900 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,606,386 | 7,900 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,818,106 | 7,900 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,504,871 | 7,900 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,290,149 | 7,900 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,437,036 | 8,275 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,418,417 | 8,275 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,588,977 | 8,475 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,298,370 | 8,475 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,433,376 | 8,475 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,548,636 | 8,475 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,325,744 | 8,475 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,288,284 | 8,475 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $1,268,792 | 8,475 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $1,274,640 | 8,475 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $1,189,635 | 8,475 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $916,910 | 8,475 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $966,573 | 8,475 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $841,991 | 8,475 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||