Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$464,148
+$77,672 QoQ
Shares Held
1,406
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,096
of 1,837 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, 2026ADVISORTRUST PARTNERS, LLC holds $464,148 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
|
1,406 | $464,148 |
All Filings in TRV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,148 | 1,406 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $386,476 | 1,325 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $362,575 | 1,250 | Shares | Sole | 2026-03-10 | |
| No filing history on record for this holder in this stock. | ||||||