Position in TRV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$9,413,371
+$1,214,247 QoQ
Shares Held
28,515
+1.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#306
of 1,829 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026KWMG, LLC holds $9,413,371 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
|
28,515 | $9,413,371 |
All Filings in TRV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,413,371 | 28,515 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $8,199,124 | 28,110 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $7,962,147 | 27,450 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $7,594,225 | 27,198 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $7,155,892 | 26,747 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,073,247 | 26,746 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,468,137 | 26,851 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,545,058 | 27,956 | Shares | Sole | 2024-10-07 | |
| 2024-03-31 | $6,633,555 | 28,824 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,530,686 | 29,034 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $4,765,549 | 29,181 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,906,242 | 28,252 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,628,412 | 27,002 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $4,991,546 | 26,623 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $4,159,992 | 27,154 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,435,603 | 26,226 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $4,691,227 | 25,673 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,098,935 | 26,203 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $9,887,642 | 65,046 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,641,546 | 24,324 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,557,561 | 23,654 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,270,621 | 23,300 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,492,697 | 23,040 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $2,548,789 | 22,348 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,011,340 | 20,245 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||