Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$22,448
+$3,489 QoQ
Shares Held
68
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,688
of 1,799 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $113,452 across 15 Insurance - Property & Casualty names. TRV ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
158 | $34,515 | |
| 2 | CB |
Chubb Ltd
|
70 | $23,851 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
68 | $22,448 | |
| 4 | ALL |
Allstate Corp
|
50 | $11,897 | |
| 5 | WRB |
Berkley W R Corp
|
85 | $5,995 | |
| 6 | CINF |
Cincinnati Financial Corp
|
25 | $4,628 | |
| 7 | L |
Loews Corp
|
38 | $4,301 | |
| 8 | MKL |
Markel Group Inc.
|
1 | $1,953 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,448 | 68 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $18,959 | 65 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $17,693 | 61 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $17,032 | 61 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $14,714 | 55 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $14,545 | 55 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $13,248 | 55 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $12,876 | 55 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $116,513 | 573 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $131,870 | 573 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $7,048 | 37 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $6,042 | 37 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $6,425 | 37 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $23,483 | 137 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $25,686 | 137 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $20,988 | 137 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $23,170 | 137 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $25,034 | 137 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $25,341 | 162 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $29,945 | 197 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $29,492 | 197 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $29,628 | 197 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $26,670 | 190 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $19,041 | 176 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $14,826 | 130 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $12,915 | 130 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||