Alpine Bank Wealth Management
BankPosition in TRV — Travelers Companies, Inc.
CIK 1974910
GRAND JUNCTION, CO
Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$455,565
+$53,047 QoQ
Shares Held
1,380
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,102
of 1,829 holders
Holding Since
Sep 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, 2026Alpine Bank Wealth Management holds $876,197 across 10 Insurance - Property & Casualty names. TRV ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,380 | $455,565 | |
| 2 | ALL |
Allstate Corp
|
814 | $193,683 | |
| 3 | CB |
Chubb Ltd
|
204 | $69,510 | |
| 4 | CINF |
Cincinnati Financial Corp
|
200 | $37,028 | |
| 5 | CNA |
Cna Financial Corp
|
540 | $26,249 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
122 | $26,122 | |
| 7 | AFG |
American Financial Group Inc
|
185 | $25,888 | |
| 8 | ORI |
Old Republic International Corp
|
627 | $25,656 |
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,565 | 1,380 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $402,518 | 1,380 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $403,182 | 1,390 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $388,394 | 1,391 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $373,485 | 1,396 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $369,185 | 1,396 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $346,263 | 1,479 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||