Elmwood Wealth Management, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 1731927
BERKELEY, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,706,720
+$195,818 QoQ
Shares Held
5,170
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#667
of 1,829 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Elmwood Wealth Management, Inc. holds $1,706,720 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
5,170 | $1,706,720 |
All Filings in TRV
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,706,720 | 5,170 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,510,902 | 5,180 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,568,644 | 5,408 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,515,606 | 5,428 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,461,571 | 5,463 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,444,744 | 5,463 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,395,234 | 5,792 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,353,915 | 5,783 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,182,625 | 5,816 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,361,508 | 5,916 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $837,775 | 4,398 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $972,837 | 5,957 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,031,714 | 5,941 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,048,686 | 6,118 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,151,001 | 6,139 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $940,494 | 6,139 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,020,530 | 6,034 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,122,693 | 6,144 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $961,105 | 6,144 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $942,274 | 6,294 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $946,617 | 6,294 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $711,782 | 6,579 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $750,334 | 6,579 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $679,852 | 6,843 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||