Position in TRV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$386,240
+$89,310 QoQ
Shares Held
1,170
+14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,186
of 1,829 holders
Holding Since
Mar 2020
14 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, 2026Charles Schwab Trust Co holds $386,240 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
|
1,170 | $386,240 |
All Filings in TRV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,240 | 1,170 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $296,930 | 1,018 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $290,060 | 1,000 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $298,486 | 1,069 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $286,000 | 1,069 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $282,707 | 1,069 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $260,402 | 1,081 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $250,274 | 1,069 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $217,370 | 1,069 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $230,140 | 1,000 | Shares | Sole | 2024-04-12 | |
| 2020-12-31 | $295,478 | 2,105 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $227,739 | 2,105 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $253,761 | 2,225 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $304,905 | 3,069 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||