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IFG Advisory, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1728319 ATLANTA, GA

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, 2026

IFG 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
5 TRV
Travelers Companies, Inc.
This page
772 $254,852

All Filings in TRV

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $254,852 772
2023-09-30 $433,751 2,656
2023-03-31 $442,066 2,579
2022-12-31 $483,536 2,579
2022-09-30 $410,729 2,681
2022-06-30 $472,210 2,792
2022-03-31 $823,929 4,509
2021-12-31 $720,047 4,603
2021-09-30 $628,257 4,133
2021-06-30 $449,878 3,005
2021-03-31 $700,412 4,657
2020-12-31 $564,006 4,018
2020-09-30 $420,426 3,886
2020-06-30 $450,839 3,953
2020-03-31 $368,687 3,711