Private Wealth Asset Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1883006
OMAHA, NE
Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,341,277
+$156,182 QoQ
Shares Held
4,063
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#721
of 1,799 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $3,205,028 across 9 Insurance - Property & Casualty names. TRV ranks #1 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
4,063 | $1,341,277 | |
| 2 | ALL |
Allstate Corp
|
4,064 | $966,988 | |
| 3 | CB |
Chubb Ltd
|
1,949 | $664,102 | |
| 4 | UFCS |
United Fire Group Inc
|
2,000 | $104,880 | |
| 5 | PGR |
Progressive Corp/Oh/
|
216 | $47,185 | |
| 6 | WRB |
Berkley W R Corp
|
320 | $22,569 | |
| 7 | CINF |
Cincinnati Financial Corp
|
119 | $22,031 | |
| 8 | MKL |
Markel Group Inc.
|
11 | $21,483 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,341,277 | 4,063 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,185,095 | 4,063 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,179,093 | 4,065 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,129,444 | 4,045 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,162,461 | 4,345 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,258,565 | 4,759 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||