Destination Wealth Management
Position in TRV — Travelers Companies, Inc.
CIK 1278573
WALNUT CREEK, CA
Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$648,025
-$106,551 QoQ
Shares Held
1,963
-24.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#961
of 1,829 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Destination Wealth Management holds $2,578,346 across 5 Insurance - Property & Casualty names. TRV ranks #2 (25.1% 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 | $648,025 | 1,963 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $754,576 | 2,587 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $499,773 | 1,723 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $481,375 | 1,724 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $466,054 | 1,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $445,086 | 1,683 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $405,417 | 1,683 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $394,960 | 1,687 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $343,034 | 1,687 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $388,016 | 1,686 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $539,467 | 2,832 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $437,997 | 2,682 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $292,096 | 1,682 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $335,620 | 1,958 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $361,480 | 1,928 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $258,601 | 1,688 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $306,632 | 1,813 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $310,458 | 1,699 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $263,584 | 1,685 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||