Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$601,478
+$332,258 QoQ
Shares Held
1,822
+97.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#990
of 1,829 holders
Holding Since
Jun 2025
5 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, 2026Balboa Wealth Partners holds $874,070 across 2 Insurance - Property & Casualty names. TRV ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,822 | $601,478 | |
| 2 | CB |
Chubb Ltd
|
800 | $272,592 |
All Filings in TRV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,478 | 1,822 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $269,220 | 923 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $418,266 | 1,442 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $447,589 | 1,603 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $429,936 | 1,607 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||