Position in TRV
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$263,386
-$15,651 QoQ
Shares Held
903
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026waypoint wealth counsel holds $453,864 across 1 Insurance - Property & Casualty name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,332 | $453,864 |
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,386 | 903 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $279,037 | 962 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $388,674 | 1,392 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $201,992 | 755 | Shares | Other | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||