Confluence Wealth Services, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 1910411
MCMURRAY, PA
Position in TRV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$468,110
+$181,972 QoQ
Shares Held
1,418
+44.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,085
of 1,828 holders
Holding Since
Dec 2021
9 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, 2026Confluence Wealth Services, Inc. holds $12,779,511 across 6 Insurance - Property & Casualty names. TRV ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
21,741 | $7,408,028 | |
| 2 | ALL |
Allstate Corp
|
9,848 | $2,343,233 | |
| 3 | AFG |
American Financial Group Inc
|
11,880 | $1,662,487 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,758 | $602,485 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
1,418 | $468,110 | |
| 6 | WRB |
Berkley W R Corp
|
4,185 | $295,168 |
All Filings in TRV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,110 | 1,418 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $286,138 | 981 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $315,295 | 1,087 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $289,830 | 1,038 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $277,706 | 1,038 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,234,191 | 19,792 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $250,043 | 1,038 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $209,303 | 894 | Shares | Sole | 2024-10-29 | |
| 2021-12-31 | $146,731 | 938 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||