Position in TRV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,291,429
+$147,461 QoQ
Shares Held
3,912
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#738
of 1,829 holders
Holding Since
Dec 2022
15 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, 2026Forza Wealth Management, LLC holds $1,291,429 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
|
3,912 | $1,291,429 |
All Filings in TRV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,429 | 3,912 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,143,968 | 3,922 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,181,124 | 4,072 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,136,983 | 4,072 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,089,422 | 4,072 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,076,881 | 4,072 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $980,904 | 4,072 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $953,336 | 4,072 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $828,000 | 4,072 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $937,130 | 4,072 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $775,675 | 4,072 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $670,714 | 4,107 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $687,172 | 3,957 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $701,066 | 4,090 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $766,834 | 4,090 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||