Position in TRV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$276,310
+$31,883 QoQ
Shares Held
837
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,361
of 1,829 holders
Holding Since
Dec 2022
15 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, 2026Carr Financial Group Corp holds $276,310 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
|
837 | $276,310 |
All Filings in TRV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,310 | 837 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $244,427 | 838 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $241,619 | 833 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $231,473 | 829 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $266,469 | 996 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $231,931 | 877 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $211,260 | 877 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $205,089 | 876 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $308,670 | 1,518 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $349,122 | 1,517 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $288,973 | 1,517 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $247,741 | 1,517 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $263,442 | 1,517 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $260,028 | 1,517 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $284,422 | 1,517 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||