Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$254,852
-$178,899 QoQ
Shares Held
772
-70.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,403
of 1,829 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $6,931,077 across 9 Insurance - Property & Casualty names. TRV ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
14,679 | $5,001,722 | |
| 2 | ALL |
Allstate Corp
|
3,657 | $870,146 | |
| 3 | WRB |
Berkley W R Corp
|
4,598 | $324,296 | |
| 4 | PGR |
Progressive Corp/Oh/
|
1,198 | $261,703 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
772 | $254,852 | |
| 6 | MKL |
Markel Group Inc.
|
102 | $199,207 | |
| 7 | CINF |
Cincinnati Financial Corp
|
63 | $11,663 | |
| 8 | CNA |
Cna Financial Corp
|
143 | $6,951 |
All Filings in TRV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,852 | 772 | Shares | Sole | 2026-08-14 | |
| 2023-09-30 | $433,751 | 2,656 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $442,066 | 2,579 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $483,536 | 2,579 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $410,729 | 2,681 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $472,210 | 2,792 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $823,929 | 4,509 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $720,047 | 4,603 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $628,257 | 4,133 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $449,878 | 3,005 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $700,412 | 4,657 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $564,006 | 4,018 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $420,426 | 3,886 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $450,839 | 3,953 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $368,687 | 3,711 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||