Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$470,090
+$143,409 QoQ
Shares Held
1,424
+27.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,085
of 1,829 holders
Holding Since
Mar 2020
25 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, 2026Focused Wealth Management, Inc holds $470,090 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,424 | $470,090 |
All Filings in TRV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,090 | 1,424 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $326,681 | 1,120 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $287,449 | 991 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $268,609 | 962 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $256,303 | 958 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $252,559 | 955 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $241,130 | 1,001 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $221,711 | 947 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $214,950 | 934 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $177,346 | 931 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $151,388 | 927 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $160,461 | 924 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $157,868 | 921 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $100,682 | 537 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $81,655 | 533 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $89,808 | 531 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $96,481 | 528 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $242,466 | 1,550 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $212,357 | 1,397 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $208,695 | 1,394 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $77,606 | 516 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $72,009 | 513 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $55,068 | 509 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $57,595 | 505 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $49,774 | 501 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||