DEFINED WEALTH MANAGEMENT, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1849518
BEAVERTON, OR
Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$666,512
+$77,027 QoQ
Shares Held
2,019
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#946
of 1,829 holders
Holding Since
Dec 2020
21 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, 2026DEFINED WEALTH MANAGEMENT, LLC holds $1,221,811 across 2 Insurance - Property & Casualty names. TRV ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
2,019 | $666,512 | |
| 2 | PGR |
Progressive Corp/Oh/
|
2,542 | $555,299 |
All Filings in TRV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,512 | 2,019 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $589,485 | 2,021 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $582,730 | 2,009 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $559,556 | 2,004 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $535,347 | 2,001 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $525,482 | 1,987 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $478,648 | 1,987 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $462,855 | 1,977 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $399,156 | 1,963 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $452,225 | 1,965 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $373,550 | 1,961 | Shares | Sole | 2024-01-09 | |
| 2023-03-31 | $334,935 | 1,954 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $366,355 | 1,954 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $299,352 | 1,954 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $330,480 | 1,954 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $357,054 | 1,954 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $305,664 | 1,954 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $322,413 | 2,121 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $317,534 | 2,121 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $325,014 | 2,161 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $303,339 | 2,161 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||