Warren Street Wealth Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1703496
IRVINE, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$285,223
+$38,462 QoQ
Shares Held
864
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,339
of 1,829 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $777,161 across 3 Insurance - Property & Casualty names. TRV ranks #1 (36.7% of the industry book) .
All Filings in TRV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,223 | 864 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $246,761 | 846 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $269,726 | 966 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $250,952 | 938 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $235,633 | 891 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||