Global Financial Private Client, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2023568
Sarasota, FL
Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$321,206
+$45,861 QoQ
Shares Held
973
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,276
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 14%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Global Financial Private Client, LLC holds $1,540,245 across 2 Insurance - Property & Casualty names. TRV ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCI |
HCI Group, Inc.
|
6,956 | $1,219,039 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
973 | $321,206 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,206 | 973 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $275,345 | 944 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $261,053 | 900 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $246,830 | 884 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $235,166 | 879 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $229,022 | 866 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $203,070 | 843 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $195,256 | 834 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $169,585 | 834 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $191,936 | 834 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $152,392 | 800 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $130,648 | 800 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $138,928 | 800 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $137,128 | 800 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $149,992 | 800 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $122,560 | 800 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $135,304 | 800 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $146,184 | 800 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $125,144 | 800 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $30,402 | 200 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $29,942 | 200 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $30,080 | 200 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $28,074 | 200 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $21,638 | 200 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $22,810 | 200 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $29,805 | 300 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||