KINGSWOOD WEALTH ADVISORS, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1987855
SAN DIEGO, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,233,328
+$283,327 QoQ
Shares Held
3,736
+14.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#746
of 1,829 holders
Holding Since
Sep 2023
11 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $5,419,905 across 4 Insurance - Property & Casualty names. TRV ranks #3 (22.8% of the industry book) .
All Filings in TRV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,233,328 | 3,736 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $950,001 | 3,257 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $942,695 | 3,250 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $635,783 | 2,277 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $397,831 | 1,487 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $363,743 | 1,510 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,350,170 | 5,767 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,117,556 | 5,496 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,237,462 | 5,377 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,091,317 | 5,729 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $899,838 | 5,510 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||