Legacy Capital Wealth Partners, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1766228
LITTLE ROCK, AR
Position in TRV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$802,521
+$45,904 QoQ
Shares Held
2,431
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#882
of 1,829 holders
Holding Since
Mar 2023
11 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, 2026Legacy Capital Wealth Partners, LLC holds $2,206,210 across 4 Insurance - Property & Casualty names. TRV ranks #1 (36.4% of the industry book) .
All Filings in TRV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,521 | 2,431 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $756,617 | 2,594 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $761,407 | 2,625 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $815,322 | 2,920 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $922,210 | 3,447 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $959,460 | 3,628 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $888,643 | 3,689 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $891,763 | 3,809 | Shares | Sole | 2024-11-04 | |
| 2023-12-31 | $751,864 | 3,947 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $655,526 | 4,014 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $568,052 | 3,314 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||