INDEPENDENT FINANCIAL GROUP, LLC
Position in TRV — Travelers Companies, Inc.
CIK 275484
SAN DIEGO, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$251,551
-$250,621 QoQ
Shares Held
762
-59.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,408
of 1,829 holders
Holding Since
Dec 2024
4 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $3,207,969 across 4 Insurance - Property & Casualty names. TRV ranks #4 (7.8% of the industry book) .
All Filings in TRV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,551 | 762 | Shares | Sole | 2026-07-15 | |
| 2025-06-30 | $502,172 | 1,877 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $697,381 | 2,637 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $550,433 | 2,285 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||