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Worth Asset Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1927285 DALLAS, TX

Position in TRV

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$324,931
+$88,432 QoQ
Shares Held
1,114
+31.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TRV Over Time

Shares Held

Position Value (USD)

All Filings in TRV

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $324,931 1,114
2025-09-30 $236,499 847
2025-06-30 $262,189 980
2023-12-31 $2,200,730 11,553
2022-06-30 $1,297,734 7,673
2022-03-31 $2,923 16