Patriot Financial Group Insurance Agency, LLC
InsurancePosition in TRV — Travelers Companies, Inc.
CIK 1694883
Westborough, MA
Position in TRV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$202,033
-$132,815 QoQ
Shares Held
612
-46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,541
of 1,829 holders
Holding Since
Mar 2020
12 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, 2026Patriot Financial Group Insurance Agency, LLC holds $202,033 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
|
612 | $202,033 |
All Filings in TRV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,033 | 612 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $334,848 | 1,148 | Shares | Sole | 2026-04-22 | |
| 2022-06-30 | $46,679 | 276 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $71,812 | 393 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $104,495 | 668 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $101,846 | 670 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $90,724 | 606 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $90,992 | 605 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $81,976 | 584 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $28,778 | 266 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $30,337 | 266 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $26,427 | 266 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||