Keystone Financial Group

Position in TRV — Travelers Companies, Inc.

CIK 1729299 LEXINGTON, KY

Position in TRV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$755,314

+$110,118 QoQ

Shares Held

2,288

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#898

of 1,829 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keystone Financial Group holds $1,816,726 across 4 Insurance - Property & Casualty names. TRV ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,288	$755,314
2	PGR	Progressive Corp/Oh/	1,830	$399,763
3	CB	Chubb Ltd	997	$339,717
4	ALL	Allstate Corp	1,353	$321,932

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$755,314	2,288	+3.4%	Shares	Sole	2026-07-29
2026-03-31	$645,196	2,212	+4.1%	Shares	Sole	2026-05-13
2025-12-31	$616,377	2,125	+0.7%	Shares	Sole	2026-02-06
2025-09-30	$589,433	2,111	0.0%	Shares	Sole	2025-11-17
2025-06-30	$564,776	2,111	-0.4%	Shares	Sole	2025-08-13
2025-03-31	$560,655	2,120	+0.1%	Shares	Sole	2025-05-13
2024-12-31	$509,964	2,117	0.0%	Shares	Sole	2025-02-13
2024-09-30	$495,632	2,117	0.0%	Shares	Sole	2025-02-19
2024-06-30	$430,470	2,117	-6.0%	Shares	Sole	2024-07-31
2024-03-31	$518,275	2,252	+9.2%	Shares	Sole	2024-05-08
2023-12-31	$392,790	2,062	0.0%	Shares	Sole	2024-02-14
2023-09-30	$336,745	2,062	-1.2%	Shares	Sole	2023-11-06
2023-06-30	$362,254	2,086	+0.2%	Shares	Sole	2023-08-07
2022-12-31	$390,166	2,081	0.0%	Shares	Sole	2023-02-07
2022-09-30	$318,809	2,081	+0.3%	Shares	Sole	2022-11-10
2022-06-30	$350,775	2,074	0.0%	Shares	Sole	2022-08-05
2022-03-31	$378,982	2,074	-2.4%	Shares	Sole	2022-05-13
2021-12-31	$332,257	2,124	0.0%	Shares	Sole	2022-02-11
2021-09-30	$322,869	2,124	0.0%	Shares	Sole	2021-11-12
2021-06-30	$317,984	2,124	0.0%	Shares	Sole	2021-08-13
2021-03-31	$319,449	2,124	0.0%	Shares	Sole	2021-05-11
2020-12-31	$298,145	2,124	-0.1%	Shares	Sole	2021-02-10
2020-09-30	$230,011	2,126	0.0%	Shares	Sole	2020-11-13
2020-06-30	$242,470	2,126	-8.4%	Shares	Sole	2020-08-13
2020-03-31	$230,591	2,321	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.