Position in TRV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$638,782
+$81,382 QoQ
Shares Held
1,935
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#966
of 1,829 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CAHABA WEALTH MANAGEMENT, INC. holds $875,946 across 2 Insurance - Property & Casualty names. TRV ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,935 | $638,782 | |
| 2 | CINF |
Cincinnati Financial Corp
|
1,281 | $237,164 |
All Filings in TRV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,782 | 1,935 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $557,400 | 1,911 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $539,221 | 1,859 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $517,673 | 1,854 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $493,878 | 1,846 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $486,606 | 1,840 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $447,091 | 1,856 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $433,824 | 1,853 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $375,365 | 1,846 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $421,616 | 1,832 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $348,977 | 1,832 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $322,210 | 1,973 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||