Quantum Financial Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1929139
SANTA MONICA, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$343,985
+$33,638 QoQ
Shares Held
1,042
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,232
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, 2026Quantum Financial Advisors, LLC holds $545,614 across 2 Insurance - Property & Casualty names. TRV ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,042 | $343,985 | |
| 2 | PGR |
Progressive Corp/Oh/
|
923 | $201,629 |
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,985 | 1,042 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $310,347 | 1,064 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $290,930 | 1,003 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $279,499 | 1,001 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $267,807 | 1,001 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $264,724 | 1,001 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $241,130 | 1,001 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $234,354 | 1,001 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $203,543 | 1,001 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $230,370 | 1,001 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||