WealthPlan Investment Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1929986
OMAHA, NE
Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$442,030
+$56,721 QoQ
Shares Held
1,339
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,111
of 1,829 holders
Holding Since
Mar 2023
7 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, 2026WealthPlan Investment Management, LLC holds $2,024,036 across 4 Insurance - Property & Casualty names. TRV ranks #2 (21.8% of the industry book) .
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,030 | 1,339 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $385,309 | 1,321 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $392,741 | 1,354 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $389,511 | 1,395 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $378,301 | 1,414 | Shares | Sole | 2025-07-28 | |
| 2023-06-30 | $17,366 | 100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,141 | 100 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||