Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,638,385
+$233,363 QoQ
Shares Held
4,963
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#675
of 1,829 holders
Holding Since
Sep 2025
4 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, 2026JSF Financial, LLC holds $1,638,385 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
|
4,963 | $1,638,385 |
All Filings in TRV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,638,385 | 4,963 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,405,022 | 4,817 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,143,996 | 3,944 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,090,074 | 3,904 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||