Position in TRV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$376,006
+$44,658 QoQ
Shares Held
1,139
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#1,196
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, 2026Keystone Financial Group, Inc. holds $376,006 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,139 | $376,006 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,006 | 1,139 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $331,348 | 1,136 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $328,637 | 1,133 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $315,797 | 1,131 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $306,600 | 1,146 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $302,277 | 1,143 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $274,614 | 1,140 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||