Gerber Kawasaki Wealth & Investment Management
Position in TRV — Travelers Companies, Inc.
CIK 1666736
SANTA MONICA, CA
Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$322,857
+$40,220 QoQ
Shares Held
978
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,275
of 1,829 holders
Holding Since
Sep 2021
7 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, 2026Gerber Kawasaki Wealth & Investment Management holds $322,857 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
|
978 | $322,857 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,857 | 978 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $282,637 | 969 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $277,297 | 956 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $260,791 | 934 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $244,799 | 915 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $282,972 | 1,070 | Shares | Sole | 2025-05-14 | |
| 2021-09-30 | $13,528 | 89 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||