ForthRight Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1841633
ALPHARETTA, GA
Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$449,623
+$37,480 QoQ
Shares Held
1,362
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,107
of 1,829 holders
Holding Since
Mar 2021
22 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, 2026ForthRight Wealth Management, LLC holds $2,098,483 across 2 Insurance - Property & Casualty names. TRV ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
7,548 | $1,648,860 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,362 | $449,623 |
All Filings in TRV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,623 | 1,362 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $412,143 | 1,413 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $409,854 | 1,413 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $394,537 | 1,413 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $393,283 | 1,470 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $408,855 | 1,546 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $392,409 | 1,629 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $388,639 | 1,660 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $356,658 | 1,754 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $403,665 | 1,754 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $392,790 | 2,062 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $336,745 | 2,062 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $373,195 | 2,149 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $379,501 | 2,214 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $415,102 | 2,214 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $339,184 | 2,214 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $374,453 | 2,214 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $404,564 | 2,214 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $354,157 | 2,264 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $336,550 | 2,214 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $331,457 | 2,214 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $285,760 | 1,900 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||