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Bragg Financial Advisors, Inc

Position in TRV — Travelers Companies, Inc.

CIK 1327055 CHARLOTTE, NC

Position in TRV

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$297,108
+$32,263 QoQ
Shares Held
900
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,319
of 1,829 holders
Holding Since
Sep 2024
8 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, 2026

Bragg Financial Advisors, Inc holds $92,277,101 across 5 Insurance - Property & Casualty names. TRV ranks #4 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 TRV
Travelers Companies, Inc.
This page
900 $297,108

All Filings in TRV

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $297,108 900
2026-03-31 $264,845 908
2025-12-31 $287,739 992
2025-09-30 $276,986 992
2025-06-30 $265,399 992
2025-03-31 $262,344 992
2024-12-31 $238,962 992
2024-09-30 $242,548 1,036