Beaird Harris Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1908938
DALLAS, TX
Position in TRV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$173,973
+$20,258 QoQ
Shares Held
527
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,555
of 1,829 holders
Holding Since
Jun 2022
12 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, 2026Beaird Harris Wealth Management, LLC holds $325,405 across 7 Insurance - Property & Casualty names. TRV ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
527 | $173,973 | |
| 2 | RLI |
Rli Corp
|
2,356 | $139,168 | |
| 3 | PGR |
Progressive Corp/Oh/
|
17 | $3,713 | |
| 4 | ALL |
Allstate Corp
|
15 | $3,569 | |
| 5 | LMND |
Lemonade, Inc.
|
40 | $2,602 | |
| 6 | ORI |
Old Republic International Corp
|
34 | $1,391 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
3 | $989 |
All Filings in TRV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,973 | 527 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $153,715 | 527 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $156,052 | 538 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $150,220 | 538 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $142,866 | 534 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $135,139 | 511 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $120,445 | 500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $117,060 | 500 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $101,670 | 500 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $115,760 | 503 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $571 | 3 | Shares | Sole | 2024-02-27 | |
| 2022-06-30 | $7,610 | 45 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||