Founders Financial Alliance, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1832190
RALEIGH, NC
Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$253,532
+$30,689 QoQ
Shares Held
768
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,404
of 1,829 holders
Holding Since
Sep 2020
6 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, 2026Founders Financial Alliance, LLC holds $2,527,956 across 4 Insurance - Property & Casualty names. TRV ranks #3 (10.0% of the industry book) .
All Filings in TRV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,532 | 768 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $222,843 | 764 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $239,009 | 824 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $233,148 | 835 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $239,865 | 907 | Shares | Sole | 2025-05-12 | |
| 2020-09-30 | $16,660 | 154 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||