Phoenix Financial Ltd.

Position in TRV — Travelers Companies, Inc.

CIK 1679543 Givatayim, L3

Position in TRV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,364,978

+$580,720 QoQ

Shares Held

7,164

+14.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#579

of 1,829 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Phoenix Financial Ltd. holds $4,520,016 across 4 Insurance - Property & Casualty names. TRV ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	7,164	$2,364,978
2	PGR	Progressive Corp/Oh/	6,780	$1,481,090
3	ALL	Allstate Corp	1,830	$435,430
4	CB	Chubb Ltd	700	$238,518

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,364,978	7,164	+14.9%	Shares	Sole	2026-08-11
2026-03-31	$1,784,258	6,234	+12.3%	Shares	Sole	2026-05-11
2025-12-31	$1,609,833	5,550	-2.5%	Shares	Defined	2026-02-05
2025-09-30	$1,590,157	5,695	+65.1%	Shares	Defined	2025-11-13
2025-06-30	$923,013	3,450	—	Shares	Defined	2025-07-30
No filing history on record for this holder in this stock.