MONEY CONCEPTS CAPITAL CORP
Position in TRV — Travelers Companies, Inc.
CIK 716851
PALM BEACH GARDENS, FL
Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$877,458
+$614,084 QoQ
Shares Held
2,658
+192.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#851
of 1,829 holders
Holding Since
Dec 2020
19 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, 2026MONEY CONCEPTS CAPITAL CORP holds $4,562,039 across 4 Insurance - Property & Casualty names. TRV ranks #3 (19.2% of the industry book) .
All Filings in TRV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,458 | 2,658 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $263,374 | 908 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $211,624 | 791 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $949,675 | 3,591 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $935,375 | 3,883 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $900,191 | 3,845 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $768,828 | 3,781 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $829,654 | 3,605 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $678,715 | 3,563 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $595,428 | 3,646 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $620,313 | 3,572 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,961,107 | 17,275 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,732,363 | 19,907 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,620,639 | 17,106 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $593,308 | 3,508 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,064,402 | 5,825 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $520,911 | 3,330 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $416,908 | 2,772 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $336,186 | 2,395 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||