Twelve Points Wealth Management LLC
Position in TRV — Travelers Companies, Inc.
CIK 1877090
CONCORD, MA
Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$218,539
New position
Shares Held
662
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,502
of 1,829 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 77%
Shared 0%
None 23%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $218,539 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
662 | $218,539 |
All Filings in TRV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,539 | 662 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||