Position in TRV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$58,761
+$6,842 QoQ
Shares Held
178
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,650
of 1,829 holders
Holding Since
Dec 2020
23 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, 2026WOLFF WIESE MAGANA LLC holds $102,388 across 8 Insurance - Property & Casualty names. TRV ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
178 | $58,761 | |
| 2 | CB |
Chubb Ltd
|
56 | $19,081 | |
| 3 | WRB |
Berkley W R Corp
|
101 | $7,123 | |
| 4 | PGR |
Progressive Corp/Oh/
|
30 | $6,553 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
19 | $6,266 | |
| 6 | L |
Loews Corp
|
25 | $2,830 | |
| 7 | ALL |
Allstate Corp
|
5 | $1,189 | |
| 8 | LMND |
Lemonade, Inc.
|
9 | $585 |
All Filings in TRV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,761 | 178 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $51,919 | 178 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $61,492 | 212 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $59,194 | 212 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $56,718 | 212 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $56,065 | 212 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $38,542 | 160 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $37,459 | 160 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $23,384 | 115 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $26,466 | 115 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $22,287 | 117 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $19,107 | 117 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $20,318 | 117 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $20,054 | 117 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $21,936 | 117 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $28,648 | 187 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $31,627 | 187 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $34,170 | 187 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $29,252 | 187 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $28,425 | 187 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $27,995 | 187 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $28,124 | 187 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $22,739 | 162 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||