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Oakmont Advisory Group, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2115370 ALBUQUERQUE, NM

Position in TRV

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$2,971
New position
Shares Held
9
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,796
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, 2026

Oakmont Advisory Group, LLC holds $403,595 across 6 Insurance - Property & Casualty names. TRV ranks #4 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 TRV
Travelers Companies, Inc.
This page
9 $2,971

All Filings in TRV

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $2,971 9