Stonebridge Financial Group, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2009367
Wormleysburg, PA
Position in TRV
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$230,753
+$29,203 QoQ
Shares Held
699
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,467
of 1,829 holders
Holding Since
Dec 2024
4 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, 2026Stonebridge Financial Group, LLC holds $6,001,525 across 2 Insurance - Property & Casualty names. TRV ranks #2 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
16,936 | $5,770,772 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
699 | $230,753 |
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,753 | 699 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $201,550 | 691 | Shares | Sole | 2026-04-08 | |
| 2025-03-31 | $177,717 | 672 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $161,396 | 670 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||