Position in TRV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$281,922
+$32,828 QoQ
Shares Held
854
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.63%
of 13F equity value
Holder Rank
#1,349
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, 2026NESTEGG ADVISORS, INC. holds $281,922 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
|
854 | $281,922 |
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,922 | 854 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $249,094 | 854 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $348,942 | 1,203 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $335,901 | 1,203 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $321,583 | 1,202 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $317,880 | 1,202 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $289,549 | 1,202 | Shares | Sole | 2025-03-21 | |
| No filing history on record for this holder in this stock. | ||||||