WEALTH EFFECTS LLC

Position in TRV — Travelers Companies, Inc.

CIK 1907254 BOSTON, MA

Position in TRV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$399,115

+$46,474 QoQ

Shares Held

1,209

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,166

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

WEALTH EFFECTS LLC holds $399,115 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	1,209	$399,115

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$399,115	1,209	0.0%	Shares	Sole	2026-08-06
2026-03-31	$352,641	1,209	-1.9%	Shares	Sole	2026-04-21
2025-12-31	$357,353	1,232	0.0%	Shares	Sole	2026-01-26
2025-09-30	$343,999	1,232	+0.1%	Shares	Sole	2025-10-28
2025-06-30	$329,341	1,231	0.0%	Shares	Sole	2025-07-15
2025-03-31	$325,550	1,231	+0.1%	Shares	Sole	2025-04-23
2024-12-31	$296,294	1,230	-5.8%	Shares	Sole	2025-01-22
2024-09-30	$305,760	1,306	0.0%	Shares	Sole	2024-10-21
2024-06-30	$265,562	1,306	-1.1%	Shares	Sole	2024-08-02
2024-03-31	$304,014	1,321	-3.6%	Shares	Sole	2024-04-22
2023-12-31	$260,971	1,370	+0.1%	Shares	Sole	2024-01-29
2023-09-30	$223,571	1,369	-3.5%	Shares	Sole	2023-10-16
2023-06-30	$246,249	1,418	-5.4%	Shares	Sole	2023-07-18
2023-03-31	$256,943	1,499	+0.1%	Shares	Sole	2023-05-04
2022-12-31	$280,860	1,498	-8.1%	Shares	Sole	2023-02-02
2022-09-30	$249,716	1,630	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$275,512	1,629	0.0%	Shares	Sole	2022-08-03
2022-03-31	$297,667	1,629	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$254,668	1,628	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.