Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$479,004
+$51,110 QoQ
Shares Held
1,451
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,081
of 1,829 holders
Holding Since
Mar 2024
10 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, 2026Stegent Equity Advisors, Inc. holds $1,670,678 across 2 Insurance - Property & Casualty names. TRV ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
16,896 | $1,191,674 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,451 | $479,004 |
All Filings in TRV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,004 | 1,451 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $427,894 | 1,467 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $657,566 | 2,267 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $624,894 | 2,238 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $565,044 | 2,112 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $503,531 | 1,904 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $416,498 | 1,729 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $410,178 | 1,752 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $384,922 | 1,893 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $463,732 | 2,015 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||