Position in TRV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$304,040
+$36,570 QoQ
Shares Held
921
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,308
of 1,829 holders
Holding Since
Mar 2024
9 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, 2026Madrona Financial Services, LLC holds $304,040 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
|
921 | $304,040 |
All Filings in TRV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,040 | 921 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $267,470 | 917 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $263,954 | 910 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $254,090 | 910 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $243,996 | 912 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $244,096 | 923 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $221,859 | 921 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $212,815 | 909 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $213,800 | 929 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||