Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$842,136
+$99,228 QoQ
Shares Held
2,551
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#866
of 1,829 holders
Holding Since
Sep 2023
9 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, 2026Legacy Financial Group LLC holds $842,136 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
|
2,551 | $842,136 |
All Filings in TRV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842,136 | 2,551 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $742,908 | 2,547 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $737,912 | 2,544 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $728,764 | 2,610 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $692,125 | 2,587 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $631,530 | 2,388 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $627,759 | 2,606 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $341,407 | 1,679 | Shares | Sole | 2024-07-17 | |
| 2023-09-30 | $99,292 | 608 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||