Abundance Wealth Counselors
Position in TRV — Travelers Companies, Inc.
CIK 1767080
STATE COLLEGE, PA
Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$220,190
-$74,627 QoQ
Shares Held
667
-75.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,494
of 1,829 holders
Holding Since
Jun 2020
3 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, 2026Abundance Wealth Counselors holds $997,077 across 2 Insurance - Property & Casualty names. TRV ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,280 | $776,887 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
667 | $220,190 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,190 | 667 | Shares | Sole | 2026-07-23 | |
| 2020-09-30 | $294,817 | 2,725 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $455,743 | 3,996 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||