Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$577,710
+$67,270 QoQ
Shares Held
1,750
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,002
of 1,829 holders
Holding Since
Sep 2025
4 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, 2026LBMC INVESTMENT ADVISORS, LLC holds $577,710 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
|
1,750 | $577,710 |
All Filings in TRV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,710 | 1,750 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $510,440 | 1,750 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $507,605 | 1,750 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $488,635 | 1,750 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||