Position in TRV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$290,175
+$38,747 QoQ
Shares Held
879
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,331
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026HOWARD FINANCIAL SERVICES, LTD. holds $534,485 across 2 Insurance - Property & Casualty names. TRV ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
879 | $290,175 | |
| 2 | CB |
Chubb Ltd
|
717 | $244,310 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,175 | 879 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $251,428 | 862 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $216,964 | 748 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||