Position in TRV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$252,211
+$29,660 QoQ
Shares Held
764
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,406
of 1,829 holders
Holding Since
Mar 2022
11 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, 2026IVC Wealth Advisors LLC holds $2,535,245 across 2 Insurance - Property & Casualty names. TRV ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
9,595 | $2,283,034 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
764 | $252,211 |
All Filings in TRV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,211 | 764 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $222,551 | 763 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $217,835 | 751 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $210,252 | 753 | Shares | Sole | 2025-10-09 | |
| 2024-06-30 | $248,074 | 1,220 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $273,866 | 1,190 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $226,683 | 1,190 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $206,655 | 1,190 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $202,949 | 1,184 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $221,613 | 1,182 | Shares | Sole | 2023-01-17 | |
| 2022-03-31 | $209,225 | 1,145 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||