Institute for Wealth Management, LLC.
Position in TRV — Travelers Companies, Inc.
CIK 1533954
DENVER, CO
Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,656,212
+$167,769 QoQ
Shares Held
5,017
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#673
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $2,968,225 across 13 Insurance - Property & Casualty names. TRV ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
5,017 | $1,656,212 | |
| 2 | ALL |
Allstate Corp
|
2,624 | $624,354 | |
| 3 | PGR |
Progressive Corp/Oh/
|
633 | $138,278 | |
| 4 | ORI |
Old Republic International Corp
|
2,187 | $89,492 | |
| 5 | L |
Loews Corp
|
787 | $89,096 | |
| 6 | AIZ |
Assurant, Inc.
|
300 | $80,559 | |
| 7 | MCY |
Mercury General Corp
|
641 | $68,343 | |
| 8 | RLI |
Rli Corp
|
1,042 | $61,550 |
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,656,212 | 5,017 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,488,443 | 5,103 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,482,496 | 5,111 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,435,190 | 5,140 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,461,035 | 5,461 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,450,563 | 5,485 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,347,538 | 5,594 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,322,778 | 5,650 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,189,742 | 5,851 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,401,322 | 6,089 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,158,179 | 6,080 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $992,924 | 6,080 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,068,009 | 6,150 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,054,171 | 6,150 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,159,625 | 6,185 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $943,865 | 6,161 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,111,691 | 6,573 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,214,606 | 6,647 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $947,496 | 6,057 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $918,292 | 6,041 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $881,492 | 5,888 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $861,641 | 5,729 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $826,498 | 5,888 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $673,374 | 6,224 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $718,172 | 6,297 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $622,129 | 6,262 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||