Trifecta Capital Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1962615
NORTHBROOK, IL
Position in TRV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$118,513
+$16,425 QoQ
Shares Held
359
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,589
of 1,829 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Trifecta Capital Advisors, LLC holds $317,487 across 5 Insurance - Property & Casualty names. TRV ranks #2 (37.3% 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 | $118,513 | 359 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $102,088 | 350 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $116,024 | 400 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $117,830 | 422 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $112,901 | 422 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $111,602 | 422 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $89,611 | 372 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $87,092 | 372 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $75,642 | 372 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $85,612 | 372 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $70,862 | 372 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $60,751 | 372 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $94,992 | 547 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $102,331 | 597 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $111,931 | 597 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||