Position in TRV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$9,573
+$1,115 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,768
of 1,829 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026PROFFITT & GOODSON INC holds $444,016 across 2 Insurance - Property & Casualty names. TRV ranks #2 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,275 | $434,443 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
29 | $9,573 |
All Filings in TRV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,573 | 29 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,458 | 29 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,411 | 29 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,655 | 31 | Shares | Sole | 2025-10-21 | |
| 2024-09-30 | $2,809 | 12 | Shares | Sole | 2024-11-04 | |
| 2020-12-31 | $2,526 | 18 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,921 | 27 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,052 | 18 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,788 | 18 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||