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Opal Wealth Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1844201 JERICHO, NY

Position in TRV

as of Mar 31, 2026 · filed Apr 14, 2026
Position Value
$60,961
+$4,243 QoQ
Shares Held
209
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
5 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, 2026

Opal Wealth Advisors, LLC holds $1,317,927 across 2 Insurance - Property & Casualty names.

# Ticker Company Shares Value (USD) Open

All Filings in TRV

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $60,961 209
2025-06-30 $56,718 212
2025-03-31 $56,594 214
2024-06-30 $35,584 175
2024-03-31 $42,345 184