PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1350660
FORT WAYNE, IN
Position in TRV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$335,071
+$36,391 QoQ
Shares Held
1,015
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,251
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026PHILLIPS FINANCIAL MANAGEMENT, LLC holds $616,434 across 2 Insurance - Property & Casualty names. TRV ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,015 | $335,071 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,288 | $281,363 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,071 | 1,015 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $298,680 | 1,024 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $296,441 | 1,022 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $294,856 | 1,056 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $274,763 | 1,027 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $243,038 | 919 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $208,369 | 865 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||