SeaCrest Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1728121
PURCHASE, NY
Position in TRV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$511,686
+$34,206 QoQ
Shares Held
1,550
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,041
of 1,829 holders
Holding Since
Jun 2020
25 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, 2026SeaCrest Wealth Management, LLC holds $853,448 across 2 Insurance - Property & Casualty names. TRV ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,550 | $511,686 | |
| 2 | CB |
Chubb Ltd
|
1,003 | $341,762 |
All Filings in TRV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,686 | 1,550 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $477,480 | 1,637 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $485,560 | 1,674 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $506,225 | 1,813 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $489,330 | 1,829 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $496,126 | 1,876 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $504,182 | 2,093 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $485,564 | 2,074 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $423,557 | 2,083 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $475,929 | 2,068 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $477,367 | 2,506 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $404,192 | 2,475 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $430,155 | 2,477 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $387,729 | 2,262 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $420,915 | 2,245 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $343,780 | 2,244 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $429,759 | 2,541 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $447,323 | 2,448 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $394,516 | 2,522 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $379,872 | 2,499 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $363,945 | 2,431 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $323,961 | 2,154 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $272,738 | 1,943 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $204,911 | 1,894 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $206,316 | 1,809 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||