Position in TRV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$308,662
+$61,318 QoQ
Shares Held
935
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,297
of 1,829 holders
Holding Since
Mar 2021
20 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, 2026Canvas Wealth Advisors, LLC holds $538,320 across 2 Insurance - Property & Casualty names. TRV ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
935 | $308,662 | |
| 2 | CB |
Chubb Ltd
|
674 | $229,658 |
All Filings in TRV
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,662 | 935 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $247,344 | 848 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $279,907 | 965 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $280,336 | 1,004 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $265,399 | 992 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $291,963 | 1,104 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $257,993 | 1,071 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $263,385 | 1,125 | Shares | Sole | 2024-10-15 | |
| 2023-12-31 | $455,080 | 2,389 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,221,885 | 7,482 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,336,661 | 7,697 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,296,373 | 7,563 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,719,283 | 9,170 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,569,227 | 10,243 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,547,266 | 15,061 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,810,204 | 15,379 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,028,641 | 19,361 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,943,673 | 19,365 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,774,874 | 18,535 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,633,804 | 17,512 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||