Callan Family Office, LLC
Family OfficePosition in TRV — Travelers Companies, Inc.
CIK 1938970
RADNOR, PA
Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,118,380
+$233,253 QoQ
Shares Held
6,417
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#604
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026Callan Family Office, LLC holds $26,496,087 across 15 Insurance - Property & Casualty names. TRV ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RLI |
Rli Corp
|
80,856 | $4,776,163 | |
| 2 | CB |
Chubb Ltd
|
12,584 | $4,287,872 | |
| 3 | WRB |
Berkley W R Corp
|
53,649 | $3,783,863 | |
| 4 | PGR |
Progressive Corp/Oh/
|
13,846 | $3,024,658 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
6,417 | $2,118,380 | |
| 6 | MKL |
Markel Group Inc.
|
981 | $1,915,902 | |
| 7 | ALL |
Allstate Corp
|
7,669 | $1,824,761 | |
| 8 | CINF |
Cincinnati Financial Corp
|
5,642 | $1,044,559 |
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,118,380 | 6,417 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,885,127 | 6,463 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,071,608 | 7,142 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,245,879 | 4,462 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,412,611 | 5,280 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $459,631 | 1,738 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $429,988 | 1,785 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||