Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$22,778
+$2,653 QoQ
Shares Held
69
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,714
of 1,829 holders
Holding Since
Jun 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, 2026IFS Advisors, LLC holds $22,778 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
|
69 | $22,778 |
All Filings in TRV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,778 | 69 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $20,125 | 69 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $20,014 | 69 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $19,266 | 69 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $18,460 | 69 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $18,247 | 69 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $16,621 | 69 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $16,154 | 69 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $14,030 | 69 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||