Position in TRV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$169,021
+$12,681 QoQ
Shares Held
512
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,560
of 1,829 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $198,714 across 2 Insurance - Property & Casualty names. TRV ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
512 | $169,021 | |
| 2 | WRB |
Berkley W R Corp
|
421 | $29,693 |
All Filings in TRV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,021 | 512 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $156,340 | 536 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $155,472 | 536 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $149,661 | 536 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $143,401 | 536 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $141,750 | 536 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $129,117 | 536 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $125,488 | 536 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $108,990 | 536 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $123,355 | 536 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $102,102 | 536 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $87,534 | 536 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $93,081 | 536 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||