Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$563,514
-$18,679 QoQ
Shares Held
1,707
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,012
of 1,829 holders
Holding Since
Mar 2025
6 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, 2026BROWN WEALTH MANAGEMENT, LLC holds $563,514 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
|
1,707 | $563,514 |
All Filings in TRV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,514 | 1,707 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $582,193 | 1,996 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $568,517 | 1,960 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $545,316 | 1,953 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $516,619 | 1,931 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $524,159 | 1,982 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||