Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$207,975
New position
Shares Held
630
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,527
of 1,829 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Wills Financial Group LLC holds $485,302 across 2 Insurance - Property & Casualty names. TRV ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
142 | $277,327 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
630 | $207,975 |
All Filings in TRV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,975 | 630 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||