Position in TRV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$39,614
+$4,613 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,680
of 1,829 holders
Holding Since
Mar 2023
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, 2026Nalls Sherbakoff Group, LLC holds $122,108 across 2 Insurance - Property & Casualty names. TRV ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,016 | $82,494 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
120 | $39,614 |
All Filings in TRV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,614 | 120 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $35,001 | 120 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $34,807 | 120 | Shares | Sole | 2026-03-12 | |
| 2025-09-30 | $33,506 | 120 | Shares | Sole | 2026-03-12 | |
| 2025-06-30 | $32,104 | 120 | Shares | Sole | 2026-03-12 | |
| 2025-03-31 | $31,735 | 120 | Shares | Sole | 2026-03-12 | |
| 2023-12-31 | $22,858 | 120 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $20,839 | 120 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $20,569 | 120 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||