CREATIVE FINANCIAL DESIGNS INC /ADV
Position in TRV — Travelers Companies, Inc.
CIK 819864
KOKOMO, IN
Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$87,811
+$18,683 QoQ
Shares Held
266
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,621
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,130,433 across 12 Insurance - Property & Casualty names. TRV ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
3,583 | $663,356 | |
| 2 | ALL |
Allstate Corp
|
736 | $175,123 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
266 | $87,811 | |
| 4 | PGR |
Progressive Corp/Oh/
|
199 | $43,471 | |
| 5 | WRB |
Berkley W R Corp
|
588 | $41,471 | |
| 6 | CB |
Chubb Ltd
|
121 | $41,229 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
73 | $24,076 | |
| 8 | L |
Loews Corp
|
162 | $18,340 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,811 | 266 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $69,128 | 237 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $83,537 | 288 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,454 | 84 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,473 | 84 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $25,123 | 95 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,139 | 67 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $39,566 | 169 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $34,161 | 168 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $38,663 | 168 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $28,002 | 147 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $48,503 | 297 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $144,311 | 831 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $161,982 | 945 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $176,803 | 943 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $171,737 | 1,121 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $189,087 | 1,118 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,923 | 16 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,502 | 16 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,408 | 29 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,341 | 29 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,361 | 29 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $4,070 | 29 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $3,137 | 29 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $3,307 | 29 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||