Position in TRV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$783,704
+$99,423 QoQ
Shares Held
2,374
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#887
of 1,828 holders
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $856,029 across 7 Insurance - Property & Casualty names. TRV ranks #1 (91.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
2,374 | $783,704 | |
| 2 | THG |
Hanover Insurance Group, Inc.
|
189 | $40,468 | |
| 3 | WTM |
White Mountains Insurance Group Ltd
|
6 | $12,440 | |
| 4 | ALL |
Allstate Corp
|
35 | $8,327 | |
| 5 | CB |
Chubb Ltd
|
21 | $7,155 | |
| 6 | CINF |
Cincinnati Financial Corp
|
13 | $2,406 | |
| 7 | PGR |
Progressive Corp/Oh/
|
7 | $1,529 |
All Filings in TRV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,704 | 2,374 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $684,281 | 2,346 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $678,450 | 2,339 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $653,374 | 2,340 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $632,732 | 2,365 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $618,571 | 2,339 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $547,061 | 2,271 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $144,067 | 626 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $341,481 | 2,091 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $362,602 | 2,088 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $312,374 | 2,039 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||