Meridian Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1697300
LEXINGTON, KY
Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$336,062
+$34,174 QoQ
Shares Held
1,018
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,249
of 1,829 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $3,861,928 across 4 Insurance - Property & Casualty names. TRV ranks #4 (8.7% of the industry book) .
All Filings in TRV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,062 | 1,018 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $301,888 | 1,035 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $282,808 | 975 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $267,771 | 959 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $252,022 | 942 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $227,700 | 861 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $211,260 | 877 | Shares | Sole | 2025-02-06 | |
| 2023-06-30 | $208,739 | 1,202 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $239,288 | 1,396 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $294,921 | 1,573 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $209,382 | 1,238 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||