Kestra Investment Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1962449 AUSTIN, TX

Position in TRV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$498,151

+$32,047 QoQ

Shares Held

1,509

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,060

of 1,829 holders

Holding Since

Sep 2024

8 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Investment Management, LLC holds $3,023,129 across 5 Insurance - Property & Casualty names. TRV ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KNSL	Kinsale Capital Group, Inc.	5,091	$1,679,062
2	TRV	Travelers Companies, Inc. This page	1,509	$498,151
3	ALL	Allstate Corp	1,334	$317,411
4	AIZ	Assurant, Inc.	1,019	$273,632
5	CB	Chubb Ltd	748	$254,873

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$498,151	1,509	-5.6%	Shares	Sole	2026-08-05
2026-03-31	$466,104	1,598	-30.3%	Shares	Sole	2026-05-11
2025-12-31	$664,817	2,292	+4.5%	Shares	Sole	2026-02-09
2025-09-30	$612,329	2,193	-54.8%	Shares	Sole	2025-11-17
2025-06-30	$1,297,033	4,848	0.0%	Shares	Sole	2025-08-15
2025-03-31	$1,282,102	4,848	+3.3%	Shares	Sole	2025-05-16
2024-12-31	$1,130,978	4,695	-8.7%	Shares	Sole	2025-01-31
2024-09-30	$1,203,376	5,140	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.