SYM FINANCIAL Corp

Position in TRV — Travelers Companies, Inc.

CIK 764739 WINONA LAKE, IN

Position in TRV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$630,199

+$119,468 QoQ

Shares Held

1,909

+9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#972

of 1,828 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SYM FINANCIAL Corp holds $2,826,739 across 5 Insurance - Property & Casualty names. TRV ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	3,447	$1,174,530
2	TRV	Travelers Companies, Inc. This page	1,909	$630,199
3	CINF	Cincinnati Financial Corp	2,701	$500,063
4	ALL	Allstate Corp	1,315	$312,891
5	PGR	Progressive Corp/Oh/	957	$209,056

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$630,199	1,909	+9.0%	Shares	Sole	2026-08-04
2026-03-31	$510,731	1,751	+1.6%	Shares	Sole	2026-05-08
2025-12-31	$499,773	1,723	+0.7%	Shares	Sole	2026-02-13
2025-09-30	$477,745	1,711	+4.3%	Shares	Sole	2025-11-03
2025-06-30	$439,033	1,641	+3.5%	Shares	Sole	2025-08-01
2025-03-31	$419,169	1,585	+22.0%	Shares	Sole	2025-05-06
2024-12-31	$312,916	1,299	+8.2%	Shares	Sole	2025-01-24
2024-09-30	$280,944	1,200	+11.3%	Shares	Sole	2024-11-14
2024-06-30	$219,200	1,078	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.