Spurstone Advisory Services, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2056079
HIGGANUM, CT
Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$196,751
+$22,910 QoQ
Shares Held
596
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.73%
of 13F equity value
Holder Rank
#1,547
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, 2026Spurstone Advisory Services, LLC holds $196,751 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
|
596 | $196,751 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,751 | 596 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $173,841 | 596 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $172,875 | 596 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $166,415 | 596 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $159,453 | 596 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $157,618 | 596 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $143,570 | 596 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||