LODESTAR PRIVATE ASSET MANAGEMENT LLC
Position in TRV — Travelers Companies, Inc.
CIK 1963040
ALAMO, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$202,363
-$629 QoQ
Shares Held
613
-15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,540
of 1,829 holders
Holding Since
Dec 2022
8 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, 2026LODESTAR PRIVATE ASSET MANAGEMENT LLC holds $202,363 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
|
613 | $202,363 |
All Filings in TRV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,363 | 613 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $202,992 | 727 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $203,865 | 762 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $205,485 | 777 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $205,960 | 855 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $206,025 | 880 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $212,879 | 925 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $205,864 | 1,098 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||