Legacy Financial Advisors, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 1730810
COVINGTON, KY
Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$604,779
+$49,421 QoQ
Shares Held
1,832
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#985
of 1,829 holders
Holding Since
Mar 2024
9 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, 2026Legacy Financial Advisors, Inc. holds $4,032,645 across 5 Insurance - Property & Casualty names. TRV ranks #3 (15.0% of the industry book) .
All Filings in TRV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,779 | 1,832 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $555,358 | 1,904 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $460,905 | 1,589 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $446,752 | 1,600 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $327,201 | 1,223 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $307,566 | 1,163 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $274,132 | 1,138 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $242,782 | 1,037 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $231,981 | 1,008 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||