Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$269,377
+$31,367 QoQ
Shares Held
816
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,372
of 1,829 holders
Holding Since
Sep 2021
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, 2026CAHILL FINANCIAL ADVISORS INC holds $269,377 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
|
816 | $269,377 |
All Filings in TRV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,377 | 816 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $238,010 | 816 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $236,688 | 816 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $227,285 | 814 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $214,567 | 802 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $211,568 | 800 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $212,580 | 908 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $203,340 | 1,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $237,504 | 1,032 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $148,665 | 978 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||