Graves Light Lenhart Wealth, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 1759803
HARRISONBURG, VA
Position in TRV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$219,859
+$96,056 QoQ
Shares Held
666
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,495
of 1,829 holders
Holding Since
Dec 2020
8 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, 2026Graves Light Lenhart Wealth, Inc. holds $754,272 across 2 Insurance - Property & Casualty names. TRV ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,246 | $534,413 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
666 | $219,859 |
All Filings in TRV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,859 | 666 | Shares | Sole | 2026-07-07 | |
| 2022-06-30 | $123,803 | 732 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $148,924 | 815 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $127,490 | 815 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $123,888 | 815 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $122,013 | 815 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $122,576 | 815 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $114,401 | 815 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||