Milestone Asset Management Group, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2063452
AVON, CT
Position in TRV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$243,958
+$29,282 QoQ
Shares Held
739
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,429
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, 2026Milestone Asset Management Group, LLC holds $243,958 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
|
739 | $243,958 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,958 | 739 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $214,676 | 736 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $247,711 | 854 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $232,869 | 834 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $222,058 | 830 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $218,708 | 827 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $256,788 | 1,066 | Shares | Sole | 2025-03-27 | |
| No filing history on record for this holder in this stock. | ||||||