Wealthcare Advisory Partners LLC
Position in TRV — Travelers Companies, Inc.
CIK 1683059
WEST CHESTER, PA
Position in TRV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$493,199
+$44,596 QoQ
Shares Held
1,494
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,068
of 1,829 holders
Holding Since
Mar 2020
16 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, 2026Wealthcare Advisory Partners LLC holds $4,044,621 across 4 Insurance - Property & Casualty names. TRV ranks #2 (12.2% of the industry book) .
All Filings in TRV
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,199 | 1,494 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $448,603 | 1,538 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $422,907 | 1,458 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $362,427 | 1,298 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $353,152 | 1,320 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $374,739 | 1,417 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $382,774 | 1,589 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $312,550 | 1,335 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $307,856 | 1,514 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $324,957 | 1,412 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $237,541 | 1,247 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $203,157 | 1,244 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $213,428 | 1,229 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $219,550 | 1,171 | Shares | Sole | 2023-02-13 | |
| 2021-03-31 | $76,102 | 506 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $13,710 | 138 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||