Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$648,355
+$54,203 QoQ
Shares Held
1,964
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#960
of 1,829 holders
Holding Since
Dec 2023
11 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, 2026RWA WEALTH PARTNERS, LLC holds $36,035,518 across 7 Insurance - Property & Casualty names. TRV ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
91,136 | $31,053,680 | |
| 2 | ALL |
Allstate Corp
|
7,769 | $1,848,555 | |
| 3 | PGR |
Progressive Corp/Oh/
|
5,465 | $1,193,829 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
1,964 | $648,355 | |
| 5 | L |
Loews Corp
|
5,023 | $568,653 | |
| 6 | WRB |
Berkley W R Corp
|
7,261 | $512,118 | |
| 7 | ORI |
Old Republic International Corp
|
5,140 | $210,328 |
All Filings in TRV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,355 | 1,964 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $594,152 | 2,037 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $580,410 | 2,001 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $403,193 | 1,444 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $377,766 | 1,412 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $307,302 | 1,162 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $305,207 | 1,267 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $314,891 | 1,345 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $272,678 | 1,341 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $308,617 | 1,341 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $335,262 | 1,760 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||