New England Capital Financial Advisors LLC
Position in TRV — Travelers Companies, Inc.
CIK 1964652
MERIDEN, CT
Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$36,313
+$4,229 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,684
of 1,829 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $694,017 across 3 Insurance - Property & Casualty names. TRV ranks #3 (5.2% of the industry book) .
All Filings in TRV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,313 | 110 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $32,084 | 110 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $31,906 | 110 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $30,714 | 110 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $29,429 | 110 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,090 | 110 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $26,497 | 110 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $25,753 | 110 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $22,367 | 110 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $25,315 | 110 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $20,953 | 110 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,633 | 10 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,736 | 10 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,714 | 10 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,624 | 14 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||