Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$355,869
+$41,438 QoQ
Shares Held
1,078
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#1,221
of 1,829 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bull Oak Capital, LLC holds $355,869 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
|
1,078 | $355,869 |
All Filings in TRV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,869 | 1,078 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $314,431 | 1,078 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||