Synergy Investment Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,640
+$599 QoQ
Shares Held
8
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,795
of 1,825 holders
Holding Since
Mar 2026
2 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, 2026Synergy Investment Management, LLC holds $169,918 across 9 Insurance - Property & Casualty names. TRV ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
219 | $74,620 | |
| 2 | CINF |
Cincinnati Financial Corp
|
343 | $63,501 | |
| 3 | THG |
Hanover Insurance Group, Inc.
|
48 | $10,277 | |
| 4 | PGR |
Progressive Corp/Oh/
|
40 | $8,738 | |
| 5 | ALL |
Allstate Corp
|
20 | $4,758 | |
| 6 | ORI |
Old Republic International Corp
|
77 | $3,150 | |
| 7 | TRV |
Travelers Companies, Inc.
This page
|
8 | $2,640 | |
| 8 | RLI |
Rli Corp
|
26 | $1,535 |
All Filings in TRV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,640 | 8 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,041 | 7 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||