Position in TRV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$280,932
+$41,172 QoQ
Shares Held
851
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,350
of 1,829 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, 2026Wayfinding Financial, LLC holds $585,894 across 2 Insurance - Property & Casualty names. TRV ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
895 | $304,962 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
851 | $280,932 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,932 | 851 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $239,760 | 822 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $230,597 | 795 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $219,746 | 787 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $210,553 | 787 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $215,270 | 814 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||