WHALEROCK POINT PARTNERS, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1389709
West Palm Beach, FL
Position in TRV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$417,601
+$3,416 QoQ
Shares Held
1,265
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,137
of 1,829 holders
Holding Since
Jun 2020
25 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, 2026WHALEROCK POINT PARTNERS, LLC holds $417,601 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,265 | $417,601 |
All Filings in TRV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,601 | 1,265 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $414,185 | 1,420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $411,885 | 1,420 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $468,531 | 1,678 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $448,932 | 1,678 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $443,763 | 1,678 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $470,217 | 1,952 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $457,002 | 1,952 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $396,919 | 1,952 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $449,233 | 1,952 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $371,836 | 1,952 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $318,781 | 1,952 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $338,984 | 1,952 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $328,250 | 1,915 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $359,043 | 1,915 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $293,378 | 1,915 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $323,883 | 1,915 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $349,927 | 1,915 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $299,563 | 1,915 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $291,099 | 1,915 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $286,694 | 1,915 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $288,016 | 1,915 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $268,808 | 1,915 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $22,395 | 207 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $218,405 | 1,915 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||