PACES FERRY WEALTH ADVISORS, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1819919
ATLANTA, GA
Position in TRV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$248,910
+$15,566 QoQ
Shares Held
754
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,419
of 1,829 holders
Holding Since
Mar 2024
10 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, 2026PACES FERRY WEALTH ADVISORS, LLC holds $1,100,069 across 3 Insurance - Property & Casualty names. TRV ranks #3 (22.6% of the industry book) .
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,910 | 754 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $233,344 | 800 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $239,589 | 826 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $233,986 | 838 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $224,466 | 839 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,964 | 862 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $210,296 | 873 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $208,600 | 891 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $203,950 | 1,003 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $204,364 | 888 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||