Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$270,038
+$54,487 QoQ
Shares Held
818
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,371
of 1,829 holders
Holding Since
Mar 2026
2 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, 2026Wick Capital Partners, LLC holds $1,039,088 across 2 Insurance - Property & Casualty names. TRV ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,257 | $769,050 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
818 | $270,038 |
All Filings in TRV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,038 | 818 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $215,551 | 739 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||