Roehl & Yi Investment Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2097566
Eugene, OR
Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,044,169
+$122,461 QoQ
Shares Held
3,163
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#797
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,654,443 across 3 Insurance - Property & Casualty names. TRV ranks #1 (63.1% of the industry book) .
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,169 | 3,163 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $921,708 | 3,160 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $925,001 | 3,189 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $889,036 | 3,184 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $964,481 | 3,605 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $963,692 | 3,644 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $891,774 | 3,702 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||