Position in TRV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$216,228
-$34,616 QoQ
Shares Held
655
-23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,510
of 1,829 holders
Holding Since
Dec 2020
13 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, 2026Ironwood Financial, llc holds $438,871 across 2 Insurance - Property & Casualty names. TRV ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
114 | $222,643 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
655 | $216,228 |
All Filings in TRV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,228 | 655 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $250,844 | 860 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $249,451 | 860 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $254,369 | 911 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $243,728 | 911 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $240,923 | 911 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $219,450 | 911 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $213,283 | 911 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $215,871 | 938 | Shares | Sole | 2024-04-18 | |
| 2021-09-30 | $134,832 | 887 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $120,965 | 808 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $121,523 | 808 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $58,815 | 419 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||