Position in TRV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$436,418
+$55,484 QoQ
Shares Held
1,322
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,115
of 1,829 holders
Holding Since
Jun 2021
7 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, 2026Red Door Wealth Management, LLC holds $1,327,257 across 2 Insurance - Property & Casualty names. TRV ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
4,078 | $890,839 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,322 | $436,418 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,418 | 1,322 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $380,934 | 1,306 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $375,047 | 1,293 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $360,473 | 1,291 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $352,617 | 1,318 | Shares | Sole | 2025-07-22 | |
| 2023-06-30 | $374,931 | 2,159 | Shares | Sole | 2023-08-07 | |
| 2021-06-30 | $14,222 | 95 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||