ASHTON THOMAS SECURITIES, LLC
Broker-DealerPosition in TRV — Travelers Companies, Inc.
CIK 771572
ROCHESTER, NY
Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$648,355
+$380,885 QoQ
Shares Held
1,964
+114.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#958
of 1,825 holders
Holding Since
Sep 2024
8 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, 2026ASHTON THOMAS SECURITIES, LLC holds $5,944,863 across 5 Insurance - Property & Casualty names. TRV ranks #4 (10.9% of the industry book) .
All Filings in TRV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,355 | 1,964 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $267,470 | 917 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $265,985 | 917 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $256,044 | 917 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $226,606 | 847 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $228,757 | 865 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $204,515 | 849 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $156,392 | 668 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||