Position in TRV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$324,177
+$99,001 QoQ
Shares Held
982
+27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,273
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, 2026Allegheny Financial Group holds $874,294 across 2 Insurance - Property & Casualty names. TRV ranks #2 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,312 | $550,117 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
982 | $324,177 |
All Filings in TRV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,177 | 982 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $225,176 | 772 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $215,224 | 742 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $206,622 | 740 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||