Allegiance Financial Group Advisory Services LLC
Position in TRV — Travelers Companies, Inc.
CIK 1964068
VIENNA, VA
Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$408,688
+$40,005 QoQ
Shares Held
1,238
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,154
of 1,829 holders
Holding Since
Mar 2025
6 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, 2026Allegiance Financial Group Advisory Services LLC holds $865,961 across 2 Insurance - Property & Casualty names. TRV ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,342 | $457,273 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,238 | $408,688 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,688 | 1,238 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $368,683 | 1,264 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $327,767 | 1,130 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $305,187 | 1,093 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $290,013 | 1,084 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $280,856 | 1,062 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||