Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,763,104
-$182,572 QoQ
Shares Held
8,370
-17.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#537
of 1,829 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026KKM Financial LLC holds $11,027,411 across 2 Insurance - Property & Casualty names. TRV ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
24,254 | $8,264,307 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
8,370 | $2,763,104 |
All Filings in TRV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,763,104 | 8,370 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,945,676 | 10,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,929,315 | 10,099 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||