Position in TRV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$368,744
+$44,105 QoQ
Shares Held
1,117
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,201
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026MFA Wealth Services holds $926,876 across 2 Insurance - Property & Casualty names. TRV ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,638 | $558,132 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,117 | $368,744 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,744 | 1,117 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $324,639 | 1,113 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $321,966 | 1,110 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $308,817 | 1,106 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $295,364 | 1,104 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $290,112 | 1,097 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $304,484 | 1,264 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||