Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,647,232
+$313,792 QoQ
Shares Held
8,019
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#547
of 1,828 holders
Holding Since
Mar 2020
23 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, 2026Capital Wealth Planning, LLC holds $14,759,090 across 2 Insurance - Property & Casualty names. TRV ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
50,903 | $12,111,858 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
8,019 | $2,647,232 |
All Filings in TRV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,647,232 | 8,019 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,333,440 | 8,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,320,480 | 8,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,233,760 | 8,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,140,320 | 8,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,115,680 | 8,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,927,120 | 8,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,872,960 | 8,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,626,720 | 8,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,841,120 | 8,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,523,920 | 8,000 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,306,480 | 8,000 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,389,280 | 8,000 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,377,450 | 8,036 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,506,107 | 8,033 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,229,583 | 8,026 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $1,461,840 | 8,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,251,440 | 8,000 | Shares | Sole | 2022-02-04 | |
| 2021-06-30 | $1,347,390 | 9,000 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,353,600 | 9,000 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,263,330 | 9,000 | Shares | Sole | 2021-01-25 | |
| 2020-06-30 | $1,026,450 | 9,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $994,592 | 10,011 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||