Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$328,139
+$38,210 QoQ
Shares Held
994
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,265
of 1,829 holders
Holding Since
Mar 2024
10 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, 2026Financial Council, LLC holds $328,139 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
|
994 | $328,139 |
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,139 | 994 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $289,929 | 994 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $288,319 | 994 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $277,544 | 994 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $265,934 | 994 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $262,873 | 994 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $239,444 | 994 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $232,715 | 994 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $202,119 | 994 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $228,759 | 994 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||