True Link Financial Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1846236
SAN FRANCISCO, CA
Position in TRV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$21,000
+$18,416 QoQ
Shares Held
72
+323.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
3 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, 2026True Link Financial Advisors, LLC holds $354,530 across 1 Insurance - Property & Casualty name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,490 | $354,530 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,000 | 72 | Shares | Sole | 2026-04-29 | |
| 2021-09-30 | $2,584 | 17 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,545 | 17 | Shares | Sole | 2021-08-19 | |
| No filing history on record for this holder in this stock. | ||||||