Connecticut Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1689829
FARMINGTON, CT
Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,102,600
+$126,056 QoQ
Shares Held
3,340
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#780
of 1,828 holders
Holding Since
Mar 2020
24 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, 2026Connecticut Wealth Management, LLC holds $3,646,619 across 4 Insurance - Property & Casualty names. TRV ranks #2 (30.2% of the industry book) .
All Filings in TRV
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,600 | 3,340 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $976,544 | 3,348 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $875,691 | 3,019 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $810,017 | 2,901 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $726,371 | 2,715 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $732,289 | 2,769 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $693,522 | 2,879 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $755,739 | 3,228 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $710,673 | 3,495 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $713,203 | 3,099 | Shares | Sole | 2024-05-01 | |
| 2023-09-30 | $638,868 | 3,912 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $416,784 | 2,400 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $433,495 | 2,529 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,357,240 | 7,239 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,107,482 | 7,229 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,224,162 | 7,238 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,320,406 | 7,226 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,114,563 | 7,125 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,082,311 | 7,120 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,099,470 | 7,344 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,148,003 | 7,633 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $832,089 | 7,691 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $839,636 | 7,362 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $738,369 | 7,432 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||