Position in TRV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$398,124
+$55,692 QoQ
Shares Held
1,206
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,168
of 1,829 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WILLNER & HELLER, LLC holds $398,124 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
|
1,206 | $398,124 |
All Filings in TRV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,124 | 1,206 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $342,432 | 1,174 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $339,080 | 1,169 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $325,291 | 1,165 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $310,346 | 1,160 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $305,451 | 1,155 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $277,264 | 1,151 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $268,301 | 1,146 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $223,877 | 1,101 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $250,852 | 1,090 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $206,681 | 1,085 | Shares | Sole | 2024-03-06 | |
| No filing history on record for this holder in this stock. | ||||||