Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,849,132
+$616,564 QoQ
Shares Held
14,689
+1.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#419
of 1,829 holders
Holding Since
Sep 2024
8 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, 2026SGL Investment Advisors, Inc. holds $5,122,763 across 2 Insurance - Property & Casualty names. TRV ranks #1 (94.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
14,689 | $4,849,132 | |
| 2 | ALL |
Allstate Corp
|
1,150 | $273,631 |
All Filings in TRV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,849,132 | 14,689 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,232,568 | 14,511 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,680,535 | 19,584 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,592,776 | 20,030 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,279,366 | 19,733 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,127,350 | 19,388 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,791,061 | 19,889 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,555,741 | 19,459 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||