Henrickson Nauta Wealth Advisors, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1903859 BELMONT, MI

Position in TRV

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$494,849

+$57,621 QoQ

Shares Held

1,499

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#1,065

of 1,829 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Henrickson Nauta Wealth Advisors, Inc. holds $715,989 across 2 Insurance - Property & Casualty names. TRV ranks #1 (69.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TRV	Travelers Companies, Inc. This page	1,499	$494,849
2	CB	Chubb Ltd	649	$221,140

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,849	1,499	0.0%	Shares	Defined	2026-07-09
2026-03-31	$437,228	1,499	-34.0%	Shares	Defined	2026-04-16
2025-12-31	$659,016	2,272	+58.0%	Shares	Defined	2026-01-07
2025-09-30	$401,518	1,438	+2.6%	Shares	Defined	2025-10-17
2025-06-30	$375,091	1,402	+0.4%	Shares	Defined	2025-07-08
2025-03-31	$369,186	1,396	+0.9%	Shares	Defined	2025-04-14
2024-12-31	$333,391	1,384	0.0%	Shares	Defined	2025-01-14
2024-09-30	$324,022	1,384	+1.0%	Shares	Defined	2024-10-11
2024-06-30	$278,575	1,370	0.0%	Shares	Sole	2024-07-31
2024-03-31	$315,291	1,370	0.0%	Shares	Sole	2024-04-15
2023-12-31	$260,971	1,370	0.0%	Shares	Sole	2024-01-12
2023-09-30	$223,734	1,370	-0.2%	Shares	Sole	2023-10-10
2023-06-30	$238,435	1,373	0.0%	Shares	Sole	2023-07-12
2023-03-31	$235,345	1,373	0.0%	Shares	Sole	2023-04-11
2022-12-31	$257,423	1,373	0.0%	Shares	Sole	2023-02-02
2022-09-30	$210,343	1,373	+0.2%	Shares	Sole	2022-10-27
2022-06-30	$231,708	1,370	0.0%	Shares	Sole	2022-08-09
2022-03-31	$250,340	1,370	0.0%	Shares	Sole	2022-05-16
2021-12-31	$214,309	1,370	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.