Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$165,060
+$19,220 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,562
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, 2026Tanglewood Legacy Advisors, LLC holds $165,060 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
|
500 | $165,060 |
All Filings in TRV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,060 | 500 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $145,840 | 500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $145,030 | 500 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $139,610 | 500 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $133,770 | 500 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $132,230 | 500 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $120,445 | 500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $117,060 | 500 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $101,670 | 500 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $115,070 | 500 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $95,245 | 500 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $81,655 | 500 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $86,830 | 500 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $85,705 | 500 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $93,745 | 500 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||