Accurate Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1877728
WESLEY CHAPEL, FL
Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$375,016
+$46,293 QoQ
Shares Held
1,136
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,198
of 1,828 holders
Holding Since
Dec 2022
9 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, 2026Accurate Wealth Management, LLC holds $5,288,078 across 7 Insurance - Property & Casualty names. TRV ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIZ |
Assurant, Inc.
|
5,487 | $1,473,424 | |
| 2 | PGR |
Progressive Corp/Oh/
|
6,491 | $1,417,958 | |
| 3 | L |
Loews Corp
|
10,841 | $1,227,309 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
1,136 | $375,016 | |
| 5 | SLDE |
Slide Insurance Holdings, Inc.
|
15,305 | $296,457 | |
| 6 | WRB |
Berkley W R Corp
|
3,644 | $257,011 | |
| 7 | CB |
Chubb Ltd
|
707 | $240,903 |
All Filings in TRV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,016 | 1,136 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $328,723 | 1,127 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $342,850 | 1,182 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $320,265 | 1,147 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $311,951 | 1,166 | Shares | Sole | 2025-07-15 | |
| 2024-09-30 | $2,726,795 | 11,647 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,363,420 | 11,623 | Shares | Sole | 2024-07-17 | |
| 2023-06-30 | $2,190,026 | 12,611 | Shares | Sole | 2023-07-24 | |
| 2022-12-31 | $67,683 | 361 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||