Position in TRV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$383,269
+$44,629 QoQ
Shares Held
1,161
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,189
of 1,829 holders
Holding Since
Mar 2022
14 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, 2026WEALTHSPAN PARTNERS, LLC holds $383,269 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
|
1,161 | $383,269 |
All Filings in TRV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,269 | 1,161 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $338,640 | 1,161 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $336,759 | 1,161 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $324,174 | 1,161 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $310,613 | 1,161 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $307,038 | 1,161 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $279,673 | 1,161 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $271,813 | 1,161 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $236,484 | 1,163 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $272,255 | 1,183 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $221,539 | 1,163 | Shares | Sole | 2024-01-29 | |
| 2023-06-30 | $201,966 | 1,163 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $218,425 | 1,165 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $212,880 | 1,165 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||