Position in TRV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$293,806
+$24,586 QoQ
Shares Held
890
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#1,324
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026DiPaolo Financial Group, Inc. holds $293,806 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
|
890 | $293,806 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,806 | 890 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $269,220 | 923 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $292,380 | 1,008 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||