GWN SECURITIES INC.
Broker-DealerPosition in TRV — Travelers Companies, Inc.
CIK 1265905
Palm Beach Gardens, FL
Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$341,013
+$27,166 QoQ
Shares Held
1,033
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,237
of 1,829 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GWN SECURITIES INC. holds $3,751,018 across 3 Insurance - Property & Casualty names. TRV ranks #3 (9.1% of the industry book) .
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,013 | 1,033 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $313,847 | 1,076 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $314,425 | 1,084 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $294,577 | 1,055 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $651,727 | 2,436 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,973,136 | 7,461 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $228,604 | 949 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||