Position in TRV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$327,479
+$39,300 QoQ
Shares Held
992
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,269
of 1,829 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Magnus Financial Group LLC holds $327,479 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
|
992 | $327,479 |
All Filings in TRV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,479 | 992 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $288,179 | 988 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $310,944 | 1,072 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $276,707 | 991 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $264,597 | 989 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $261,286 | 988 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $242,335 | 1,006 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $230,374 | 984 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $202,293 | 879 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||