Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$214,247
New position
Shares Held
649
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,518
of 1,829 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Mattern Wealth Management LLC holds $1,400,362 across 2 Insurance - Property & Casualty names. TRV ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
3,481 | $1,186,115 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
649 | $214,247 |
All Filings in TRV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,247 | 649 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||