Position in TRV
as of Mar 31, 2026
· filed Apr 2, 2026
Position Value
$236,844
+$1,316 QoQ
Shares Held
812
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Horizons Wealth Management holds $328,756 across 2 Insurance - Property & Casualty names. TRV ranks #1 (72.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
812 | $236,844 | |
| 2 | CB |
Chubb Ltd
|
282 | $91,912 |
All Filings in TRV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,844 | 812 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $235,528 | 812 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $226,726 | 812 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $217,242 | 812 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $214,741 | 812 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $203,070 | 843 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $197,363 | 843 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $176,295 | 867 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $206,205 | 896 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $170,679 | 896 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $146,325 | 896 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $155,599 | 896 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $153,583 | 896 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $167,991 | 896 | Shares | Sole | 2023-01-03 | |
| No filing history on record for this holder in this stock. | ||||||