FIDUCIARY FINANCIAL GROUP, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1925420
SAN RAFAEL, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$486,927
+$85,284 QoQ
Shares Held
1,475
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,074
of 1,829 holders
Holding Since
Jun 2024
9 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $1,158,649 across 3 Insurance - Property & Casualty names. TRV ranks #1 (42.0% of the industry book) .
All Filings in TRV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,927 | 1,475 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $401,643 | 1,377 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $404,343 | 1,394 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $356,284 | 1,276 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $343,521 | 1,284 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $329,517 | 1,246 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $332,428 | 1,380 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $337,366 | 1,441 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $282,845 | 1,391 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||