Position in TRV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$305,691
+$35,887 QoQ
Shares Held
926
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,306
of 1,829 holders
Holding Since
Sep 2024
8 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, 2026BNC WEALTH MANAGEMENT, LLC holds $305,691 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
|
926 | $305,691 |
All Filings in TRV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,691 | 926 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $269,804 | 925 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $267,725 | 923 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $257,440 | 922 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $246,136 | 920 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $243,038 | 919 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $220,896 | 917 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $214,453 | 916 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||