Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$242,638
+$27,962 QoQ
Shares Held
735
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,430
of 1,825 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $2,024,558 across 11 Insurance - Property & Casualty names. TRV ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,745 | $1,616,811 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
735 | $242,638 | |
| 3 | WTM |
White Mountains Insurance Group Ltd
|
40 | $82,935 | |
| 4 | MKL |
Markel Group Inc.
|
12 | $23,436 | |
| 5 | SIGI |
Selective Insurance Group Inc
|
241 | $23,379 | |
| 6 | STC |
Stewart Information Services Corp
|
173 | $11,421 | |
| 7 | AIZ |
Assurant, Inc.
|
29 | $7,787 | |
| 8 | PGR |
Progressive Corp/Oh/
|
34 | $7,427 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,638 | 735 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $214,676 | 736 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $209,713 | 723 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $232,031 | 831 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $222,058 | 830 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $220,295 | 833 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $199,697 | 829 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $194,085 | 829 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $174,872 | 860 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $196,769 | 855 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $176,965 | 929 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $90,147 | 552 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $95,513 | 550 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $94,275 | 550 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $103,119 | 550 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $91,920 | 600 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $122,619 | 725 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $132,479 | 725 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $113,411 | 725 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $110,207 | 725 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $108,539 | 725 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $109,040 | 725 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $102,048 | 727 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $78,654 | 727 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $88,844 | 779 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $78,685 | 792 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||