Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$256,833
-$41,847 QoQ
Shares Held
778
-24.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,403
of 1,837 holders
Holding Since
Sep 2025
4 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, 2026KFA Private Wealth Group, LLC holds $256,833 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
|
778 | $256,833 |
All Filings in TRV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,833 | 778 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $298,680 | 1,024 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $296,441 | 1,022 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $284,804 | 1,020 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||