Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$326,488
+$46,767 QoQ
Shares Held
989
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,271
of 1,829 holders
Holding Since
Mar 2024
9 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, 2026Legacy Edge Advisors, LLC holds $326,488 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
|
989 | $326,488 |
All Filings in TRV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,488 | 989 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $279,721 | 959 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $281,068 | 969 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $267,272 | 999 | Shares | Sole | 2026-08-17 | |
| 2025-03-31 | $269,484 | 1,019 | Shares | Sole | 2026-08-17 | |
| 2024-12-31 | $238,962 | 992 | Shares | Sole | 2026-08-17 | |
| 2024-09-30 | $232,247 | 992 | Shares | Sole | 2026-08-17 | |
| 2024-06-30 | $201,713 | 992 | Shares | Sole | 2026-08-17 | |
| 2024-03-31 | $228,298 | 992 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||