Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$811,765
+$93,066 QoQ
Shares Held
2,459
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#878
of 1,829 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, 2026River Wealth Advisors LLC holds $13,654,596 across 2 Insurance - Property & Casualty names. TRV ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
37,691 | $12,842,831 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
2,459 | $811,765 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,765 | 2,459 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $718,699 | 2,464 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $697,014 | 2,403 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $604,232 | 2,164 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $577,886 | 2,160 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $571,233 | 2,160 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $544,411 | 2,260 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $604,029 | 2,580 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $520,347 | 2,559 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $588,698 | 2,558 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $438,317 | 2,301 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $384,595 | 2,355 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $403,759 | 2,325 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $398,356 | 2,324 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $404,228 | 2,156 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $330,299 | 2,156 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $398,301 | 2,355 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $450,429 | 2,465 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $389,197 | 2,488 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $362,999 | 2,388 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $328,014 | 2,191 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $329,526 | 2,191 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $340,256 | 2,424 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $283,890 | 2,624 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $307,935 | 2,700 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $247,182 | 2,488 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||