Glass Jacobson Investment Advisors llc
Position in TRV — Travelers Companies, Inc.
CIK 1964394
OWINGS MILLS, MD
Position in TRV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$49,518
+$5,766 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,665
of 1,829 holders
Holding Since
Dec 2022
14 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, 2026Glass Jacobson Investment Advisors llc holds $69,029 across 2 Insurance - Property & Casualty names. TRV ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
150 | $49,518 | |
| 2 | ALL |
Allstate Corp
|
82 | $19,511 |
All Filings in TRV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,518 | 150 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $43,752 | 150 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $43,509 | 150 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $41,883 | 150 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $40,131 | 150 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $54,214 | 205 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $49,382 | 205 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $47,994 | 205 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $41,684 | 205 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,178 | 205 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $39,050 | 205 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $33,478 | 205 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $35,600 | 205 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $38,435 | 205 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||