Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$228,112
+$16,644 QoQ
Shares Held
691
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,473
of 1,829 holders
Holding Since
Sep 2025
4 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, 2026WealthTrust Axiom LLC holds $556,231 across 2 Insurance - Property & Casualty names. TRV ranks #2 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,379 | $328,119 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
691 | $228,112 |
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,112 | 691 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $211,468 | 725 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $210,003 | 724 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $202,155 | 724 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||