Wilson & Boucher Capital Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1903579
MORAGA, CA
Position in TRV
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$969,892
+$69,185 QoQ
Shares Held
2,938
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#818
of 1,829 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Wilson & Boucher Capital Management, LLC holds $969,892 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
|
2,938 | $969,892 |
All Filings in TRV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,892 | 2,938 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $900,707 | 3,088 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $895,705 | 3,088 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $862,231 | 3,088 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $826,163 | 3,088 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $843,098 | 3,188 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $767,957 | 3,188 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $793,198 | 3,388 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $688,915 | 3,388 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $779,714 | 3,388 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $645,380 | 3,388 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $553,294 | 3,388 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $588,360 | 3,388 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $580,737 | 3,388 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $672,714 | 3,588 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $610,961 | 3,988 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $742,142 | 4,388 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $949,099 | 5,194 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $882,890 | 5,644 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||