Kingsview Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1791965
GRANTS PASS, OR
Position in TRV
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,564,239
-$2,838,890 QoQ
Shares Held
13,826
-45.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#432
of 1,829 holders
Holding Since
Dec 2021
19 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, 2026Kingsview Wealth Management, LLC holds $9,826,053 across 7 Insurance - Property & Casualty names. TRV ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
13,826 | $4,564,239 | |
| 2 | ALL |
Allstate Corp
|
8,651 | $2,058,418 | |
| 3 | CB |
Chubb Ltd
|
5,183 | $1,766,055 | |
| 4 | CINF |
Cincinnati Financial Corp
|
2,681 | $496,360 | |
| 5 | RLI |
Rli Corp
|
6,259 | $369,719 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,579 | $344,932 | |
| 7 | WRB |
Berkley W R Corp
|
3,209 | $226,330 |
All Filings in TRV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,564,239 | 13,826 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $7,403,129 | 25,381 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,072,152 | 14,039 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,945,099 | 14,129 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,700,078 | 13,830 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,651,399 | 13,807 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,390,285 | 14,074 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,275,338 | 13,990 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,560,508 | 22,428 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,128,753 | 13,595 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,910,569 | 20,529 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,169,573 | 13,285 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,533,004 | 14,586 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $481,490 | 2,809 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $549,720 | 2,932 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $538,804 | 3,517 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,557,010 | 9,206 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $880,027 | 4,816 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $440,506 | 2,816 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||