Fi3 FINANCIAL ADVISORS, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1862427
INDIANAPOLIS, IN
Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$204,344
-$130,212 QoQ
Shares Held
619
-46.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,534
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $1,942,799 across 2 Insurance - Property & Casualty names. TRV ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,102 | $1,738,455 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
619 | $204,344 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,344 | 619 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $334,556 | 1,147 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $221,315 | 763 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||