JEPPSON WEALTH MANAGEMENT, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1831263
MANHATTAN BEACH, CA
Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$782,384
+$91,103 QoQ
Shares Held
2,370
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#889
of 1,829 holders
Holding Since
Sep 2020
22 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $2,030,350 across 3 Insurance - Property & Casualty names. TRV ranks #2 (38.5% of the industry book) .
All Filings in TRV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,384 | 2,370 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $691,281 | 2,370 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $687,442 | 2,370 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $661,751 | 2,370 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $666,174 | 2,490 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $658,505 | 2,490 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $599,816 | 2,490 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $582,958 | 2,490 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $506,316 | 2,490 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $573,048 | 2,490 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $474,320 | 2,490 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $406,641 | 2,490 | Shares | Sole | 2023-10-25 | |
| 2023-03-31 | $426,810 | 2,490 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $467,787 | 2,495 | Shares | Sole | 2023-01-27 | |
| 2022-06-30 | $546,797 | 3,233 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $590,766 | 3,233 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $509,648 | 3,258 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $492,968 | 3,243 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $482,515 | 3,223 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $484,739 | 3,223 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $452,412 | 3,223 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $348,696 | 3,223 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||