Position in TRV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$378,977
+$100,131 QoQ
Shares Held
1,148
+20.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,193
of 1,829 holders
Holding Since
Jun 2025
5 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, 2026KELLY FINANCIAL GROUP LLC holds $378,977 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
|
1,148 | $378,977 |
All Filings in TRV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,977 | 1,148 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $278,846 | 956 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $278,167 | 959 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $268,330 | 961 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $257,105 | 961 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||