Yoffe Investment Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2056336
LEMOYNE, PA
Position in TRV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,316,188
+$153,260 QoQ
Shares Held
3,987
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#735
of 1,829 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Yoffe Investment Management, LLC holds $1,316,188 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
|
3,987 | $1,316,188 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,316,188 | 3,987 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,162,928 | 3,987 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,156,469 | 3,987 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,113,250 | 3,987 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,066,681 | 3,987 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,054,137 | 3,986 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $960,428 | 3,987 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||