Great Waters Wealth Management

Position in TRV — Travelers Companies, Inc.

CIK 1964535 SHOREVIEW, MN

Position in TRV

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$453,915

+$42,355 QoQ

Shares Held

1,375

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,103

of 1,829 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Great Waters Wealth Management holds $453,915 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	1,375	$453,915

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,915	1,375	-2.6%	Shares	Sole	2026-07-09
2026-03-31	$411,560	1,411	+0.1%	Shares	Sole	2026-04-17
2025-12-31	$408,694	1,409	+0.2%	Shares	Sole	2026-01-15
2025-09-30	$392,583	1,406	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$375,626	1,404	+1.4%	Shares	Sole	2025-07-11
2025-03-31	$366,012	1,384	+2.0%	Shares	Sole	2025-04-14
2024-12-31	$326,887	1,357	+0.3%	Shares	Sole	2025-01-17
2024-09-30	$316,764	1,353	+0.2%	Shares	Sole	2024-10-04
2024-06-30	$274,509	1,350	+0.5%	Shares	Sole	2024-07-09
2024-03-31	$309,078	1,343	0.0%	Shares	Sole	2024-04-09
2023-12-31	$255,828	1,343	+0.2%	Shares	Sole	2024-01-19
2023-09-30	$218,835	1,340	-1.5%	Shares	Sole	2023-10-11
2023-06-30	$236,351	1,361	0.0%	Shares	Sole	2023-07-07
2023-03-31	$233,289	1,361	+0.3%	Shares	Sole	2023-04-25
2022-12-31	$254,423	1,357	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.