Elevate Capital Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1909571 EAGLE, CO

Position in TRV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$5,067,672

+$51,652 QoQ

Shares Held

15,351

-10.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

4.35%

of 13F equity value

Holder Rank

#411

of 1,829 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Elevate Capital Advisors, LLC holds $15,333,249 across 3 Insurance - Property & Casualty names. TRV ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	75,430	$5,320,077
2	TRV	Travelers Companies, Inc. This page	15,351	$5,067,672
3	CB	Chubb Ltd	14,514	$4,945,500

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,067,672	15,351	-10.7%	Shares	Sole	2026-07-31
2026-03-31	$5,016,020	17,197	-6.2%	Shares	Sole	2026-04-24
2025-12-31	$5,316,219	18,328	+6.1%	Shares	Sole	2026-01-23
2025-09-30	$4,823,804	17,276	-1.3%	Shares	Sole	2025-10-28
2025-06-30	$4,682,485	17,502	-5.7%	Shares	Sole	2025-07-22
2025-03-31	$4,908,377	18,560	-3.4%	Shares	Sole	2025-04-28
2024-12-31	$4,627,256	19,209	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.