Commonwealth Retirement Investments LLC
PensionPosition in TRV — Travelers Companies, Inc.
CIK 1963787
RICHMOND, VA
Position in TRV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,749,966
+$274,649 QoQ
Shares Held
5,301
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#657
of 1,829 holders
Holding Since
Jun 2025
5 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, 2026Commonwealth Retirement Investments LLC holds $5,984,506 across 6 Insurance - Property & Casualty names. TRV ranks #2 (29.2% of the industry book) .
All Filings in TRV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,749,966 | 5,301 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,475,317 | 5,058 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,360,091 | 4,689 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,286,366 | 4,607 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,102,532 | 4,121 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||