Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$380,958
+$48,443 QoQ
Shares Held
1,154
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,191
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $706,935 across 2 Insurance - Property & Casualty names. TRV ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,154 | $380,958 | |
| 2 | ALL |
Allstate Corp
|
1,370 | $325,977 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,958 | 1,154 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $332,515 | 1,140 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $334,729 | 1,154 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $318,310 | 1,140 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $308,741 | 1,154 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $305,186 | 1,154 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $277,987 | 1,154 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||