Community Financial Services Group, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1537319
NEWPORT, VT
Position in TRV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$339,032
+$28,394 QoQ
Shares Held
1,027
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,241
of 1,829 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Community Financial Services Group, LLC holds $913,380 across 5 Insurance - Property & Casualty names. TRV ranks #2 (37.1% of the industry book) .
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,032 | 1,027 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $310,638 | 1,065 | Shares | Defined | 2026-04-08 | |
| 2024-12-31 | $221,137 | 918 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $214,922 | 918 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $219,323 | 953 | Shares | Sole | 2024-04-23 | |
| 2021-12-31 | $256,232 | 1,638 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $248,992 | 1,638 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $245,224 | 1,638 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $246,355 | 1,638 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $229,926 | 1,638 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||