Sterneck Capital Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1438574
KANSAS CITY, MO
Position in TRV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,285,817
+$149,724 QoQ
Shares Held
3,895
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#740
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026Sterneck Capital Management, LLC holds $1,602,866 across 2 Insurance - Property & Casualty names. TRV ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
3,895 | $1,285,817 | |
| 2 | KMPR |
KEMPER Corp
|
11,760 | $317,049 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,285,817 | 3,895 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,136,093 | 3,895 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,160,240 | 4,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,116,880 | 4,000 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,070,160 | 4,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,057,840 | 4,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $963,560 | 4,000 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $936,480 | 4,000 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $813,360 | 4,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $920,560 | 4,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $761,960 | 4,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $653,240 | 4,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $694,640 | 4,000 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $685,640 | 4,000 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $749,960 | 4,000 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $612,800 | 4,000 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $676,520 | 4,000 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $730,920 | 4,000 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $625,720 | 4,000 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $608,040 | 4,000 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $598,840 | 4,000 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $601,600 | 4,000 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $561,480 | 4,000 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $432,760 | 4,000 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $456,200 | 4,000 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $397,400 | 4,000 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||