Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$255,512
+$17,502 QoQ
Shares Held
774
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,405
of 1,837 holders
Holding Since
Sep 2024
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, 2026Symphony Financial, Ltd. Co. holds $627,940 across 2 Insurance - Property & Casualty names. TRV ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,093 | $372,428 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
774 | $255,512 |
All Filings in TRV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,512 | 774 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $238,010 | 816 | Shares | Sole | 2026-05-01 | |
| 2024-09-30 | $399,114 | 11,831 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||