Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,653,041
+$454,600 QoQ
Shares Held
14,095
-2.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#426
of 1,829 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $4,653,041 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
14,095 | $4,653,041 |
All Filings in TRV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,653,041 | 14,095 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,198,441 | 14,394 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,397,889 | 15,162 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,367,838 | 15,643 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,251,745 | 15,892 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,420,977 | 16,717 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,033,221 | 16,743 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,977,932 | 16,991 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,062,102 | 54,402 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,720,486 | 59,618 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $11,471,688 | 60,222 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||