Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$523,570
-$4,339 QoQ
Shares Held
1,586
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,028
of 1,829 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $9,128,020 across 7 Insurance - Property & Casualty names. TRV ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
16,822 | $4,002,626 | |
| 2 | MKL |
Markel Group Inc.
|
849 | $1,658,105 | |
| 3 | CB |
Chubb Ltd
|
4,528 | $1,542,870 | |
| 4 | CINF |
Cincinnati Financial Corp
|
3,533 | $654,099 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
1,586 | $523,570 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,300 | $502,435 | |
| 7 | WRB |
Berkley W R Corp
|
3,464 | $244,315 |
All Filings in TRV
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,570 | 1,586 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $527,909 | 1,820 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $625,173 | 2,239 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $970,100 | 3,626 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,346,894 | 5,093 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,499,058 | 6,223 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,249,498 | 5,337 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,100,882 | 5,414 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,257,254 | 5,463 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $814,154 | 4,274 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $465,760 | 2,852 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $669,459 | 3,855 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $466,578 | 2,722 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $515,410 | 2,749 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $425,896 | 2,780 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $454,959 | 2,690 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $260,207 | 1,424 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||