McKinley Carter Wealth Services, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 1484265
WHEELING, WV
Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$357,850
+$41,669 QoQ
Shares Held
1,084
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,216
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $1,838,067 across 2 Insurance - Property & Casualty names. TRV ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
6,776 | $1,480,217 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,084 | $357,850 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,850 | 1,084 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $316,181 | 1,084 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $404,053 | 1,393 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $388,953 | 1,393 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $405,590 | 1,516 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $400,921 | 1,516 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $365,189 | 1,516 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $354,925 | 1,516 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $308,263 | 1,516 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $348,892 | 1,516 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $288,782 | 1,516 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $247,741 | 1,517 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $263,442 | 1,517 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $260,028 | 1,517 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $310,670 | 1,657 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $262,891 | 1,716 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $294,962 | 1,744 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $327,634 | 1,793 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $295,183 | 1,887 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $336,246 | 2,212 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $331,158 | 2,212 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $332,684 | 2,212 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $310,498 | 2,212 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $209,780 | 1,939 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $220,686 | 1,935 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $436,643 | 4,395 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||