Strategic Financial Services, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 1432539
UTICA, NY
Position in TRV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$387,934
+$2,155 QoQ
Shares Held
1,330
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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 Mar 31, 2026Strategic Financial Services, Inc. holds $1,353,241 across 3 Insurance - Property & Casualty names. TRV ranks #2 (28.7% of the industry book) .
All Filings in TRV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $387,934 | 1,330 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $385,779 | 1,330 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $372,200 | 1,333 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $356,363 | 1,332 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $352,260 | 1,332 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $320,865 | 1,332 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $311,847 | 1,332 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $270,848 | 1,332 | Shares | Sole | 2024-08-12 | |
| 2020-12-31 | $1,726,551 | 12,300 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,364,816 | 12,615 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,492,686 | 13,088 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,029,819 | 20,431 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||