Position in TRV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$207,975
+$142,611 QoQ
Shares Held
630
+46.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,528
of 1,829 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 0%
Shared 71%
None 29%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Meridian Wealth Partners, LLC holds $207,975 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
|
630 | $207,975 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,975 | 630 | Shares | Defined | 2026-08-12 | |
| 2021-09-30 | $65,364 | 430 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $63,769 | 424 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $42,111 | 300 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $32,457 | 300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $34,215 | 300 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $29,805 | 300 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||