Position in TRV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$330,120
+$38,440 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,259
of 1,829 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Legacy Trust holds $533,933 across 2 Insurance - Property & Casualty names. TRV ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,000 | $330,120 | |
| 2 | PGR |
Progressive Corp/Oh/
|
933 | $203,813 |
All Filings in TRV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,120 | 1,000 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $291,680 | 1,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $290,060 | 1,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $279,220 | 1,000 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $257,641 | 963 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $277,947 | 1,051 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $253,175 | 1,051 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $279,539 | 1,194 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $213,710 | 1,051 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $281,921 | 1,225 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $236,779 | 1,243 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $202,994 | 1,243 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $233,746 | 1,346 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $229,003 | 1,336 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $244,299 | 1,303 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||