Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$392,842
+$46,618 QoQ
Shares Held
1,190
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,176
of 1,829 holders
Holding Since
Dec 2024
6 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, 2026Bridgewealth Advisory Group, LLC holds $392,842 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
|
1,190 | $392,842 |
All Filings in TRV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,842 | 1,190 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $346,224 | 1,187 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $343,721 | 1,185 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $330,038 | 1,182 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $315,429 | 1,179 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $346,640 | 1,439 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||