Concurrent Investment Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2001015 Tampa, FL

Position in TRV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,604,315

+$435,385 QoQ

Shares Held

7,889

+6.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#551

of 1,829 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $42,908,894 across 17 Insurance - Property & Casualty names. TRV ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	72,571	$24,727,842
2	ALL	Allstate Corp	21,821	$5,192,087
3	TRV	Travelers Companies, Inc. This page	7,889	$2,604,315
4	PGR	Progressive Corp/Oh/	9,740	$2,127,702
5	PRCH	Porch Group, Inc.	116,674	$1,754,776
6	WRB	Berkley W R Corp	19,709	$1,390,075
7	MKL	Markel Group Inc.	571	$1,115,167
8	CINF	Cincinnati Financial Corp	3,118	$577,265

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,604,315	7,889	+6.1%	Shares	Defined	2026-07-27
2026-03-31	$2,168,930	7,436	-1.8%	Shares	Sole	2026-04-21
2025-12-31	$2,195,462	7,569	+27.7%	Shares	Sole	2026-01-29
2025-09-30	$1,654,936	5,927	0.0%	Shares	Sole	2025-10-27
2025-06-30	$1,585,709	5,927	+11.7%	Shares	Sole	2025-07-25
2025-03-31	$1,402,960	5,305	+47.3%	Shares	Sole	2025-04-29
2024-12-31	$867,685	3,602	+2.2%	Shares	Sole	2025-02-03
2024-09-30	$825,273	3,525	+29.7%	Shares	Sole	2024-10-30
2024-06-30	$552,474	2,717	+63.4%	Shares	Sole	2024-07-30
2024-03-31	$382,722	1,663	+9.4%	Shares	Sole	2024-05-07
2023-12-31	$289,544	1,520	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.