Belleair Asset Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2108102
BELLEAIR BLUFFS, FL
Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$477,683
+$55,623 QoQ
Shares Held
1,447
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#1,082
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026Belleair Asset Management, LLC holds $1,191,737 across 2 Insurance - Property & Casualty names. TRV ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
17,450 | $714,054 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,447 | $477,683 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,683 | 1,447 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $422,060 | 1,447 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $419,716 | 1,447 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||