SEC 13F Intelligence

Elevate Capital Advisors, LLC / TRV

Elevate Capital Advisors, LLC’s Travelers Companies Inc Position

Does Elevate Capital Advisors, LLC own Travelers Companies Inc (TRV)? Yes — 17.2K shares worth $5M (+3.24% of its 13F portfolio) as of Q1 2026, down from 18.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
17.2K
% of Portfolio
+3.24%
Quarters Held
6
currently held

Position History TRV

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.2K$5M+3.24%
Q4 202518.3K$5M+3.52%
Q3 202517.3K$5M+3.36%
Q2 202517.5K$5M+3.73%
Q1 202518.6K$5M+4.54%
Q4 202419.2K$5M+4.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elevate Capital Advisors, LLC’s full portfolio or all institutional holders of TRV.