Pinnacle Wealth Management Advisory Group, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1631864
RED BANK, NJ
Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,109,533
+$191,908 QoQ
Shares Held
3,361
+6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#778
of 1,828 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $3,522,050 across 5 Insurance - Property & Casualty names. TRV ranks #2 (31.5% of the industry book) .
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,533 | 3,361 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $917,625 | 3,146 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,140,805 | 3,933 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $965,263 | 3,457 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $924,885 | 3,457 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $912,651 | 3,451 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $822,398 | 3,414 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $789,686 | 3,373 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $666,141 | 3,276 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $747,724 | 3,249 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $614,330 | 3,225 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $478,661 | 2,931 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $538,693 | 3,102 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $582,794 | 3,400 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $567,157 | 3,025 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $438,611 | 2,863 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $506,882 | 2,997 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $491,726 | 2,691 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $420,953 | 2,691 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $363,455 | 2,391 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $357,956 | 2,391 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $327,120 | 2,175 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $345,310 | 2,460 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $287,785 | 2,660 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $314,778 | 2,760 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $281,657 | 2,835 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||