Ethos Financial Group, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1954242
KING OF PRUSSIA, PA
Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$570,117
New position
Shares Held
1,727
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,008
of 1,829 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Ethos Financial Group, LLC holds $1,074,752 across 2 Insurance - Property & Casualty names. TRV ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,727 | $570,117 | |
| 2 | CB |
Chubb Ltd
|
1,481 | $504,635 |
All Filings in TRV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,117 | 1,727 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||