Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$640,762
+$91,529 QoQ
Shares Held
1,941
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#965
of 1,829 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $3,480,726 across 6 Insurance - Property & Casualty names. TRV ranks #4 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
21,262 | $870,041 | |
| 2 | ALL |
Allstate Corp
|
3,403 | $809,709 | |
| 3 | CB |
Chubb Ltd
|
2,066 | $703,968 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
1,941 | $640,762 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
774 | $255,272 | |
| 6 | PGR |
Progressive Corp/Oh/
|
920 | $200,974 |
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,762 | 1,941 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $549,233 | 1,883 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $306,303 | 1,056 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $274,752 | 984 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $246,404 | 921 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $205,220 | 776 | Shares | Sole | 2025-04-25 | |
| 2023-03-31 | $285,226 | 1,664 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||