BEACON INVESTMENT ADVISORS LLC
Position in TRV — Travelers Companies, Inc.
CIK 1961635
Gaithersburg, MD
Position in TRV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$827,610
+$96,369 QoQ
Shares Held
2,507
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#872
of 1,829 holders
Holding Since
Dec 2022
15 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, 2026BEACON INVESTMENT ADVISORS LLC holds $1,736,359 across 3 Insurance - Property & Casualty names. TRV ranks #1 (47.7% of the industry book) .
All Filings in TRV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,610 | 2,507 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $731,241 | 2,507 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $727,180 | 2,507 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $700,004 | 2,507 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $670,455 | 2,506 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $662,736 | 2,506 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $602,465 | 2,501 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $585,300 | 2,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $508,350 | 2,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $574,889 | 2,498 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $472,034 | 2,478 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $404,518 | 2,477 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $425,119 | 2,448 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $422,182 | 2,463 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $461,600 | 2,462 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||