LIGHTHOUSE FINANCIAL SERVICES INC /ADV
Position in TRV — Travelers Companies, Inc.
CIK 1068979
BREA, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,097,185
+$387,770 QoQ
Shares Held
9,382
+1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#512
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, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $3,097,185 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
|
9,382 | $3,097,185 |
All Filings in TRV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,097,185 | 9,382 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,709,415 | 9,289 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,778,194 | 9,578 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||