Position in TRV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$779,743
+$223,801 QoQ
Shares Held
2,362
+23.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#890
of 1,829 holders
Holding Since
Sep 2025
4 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, 2026IAMS WEALTH MANAGEMENT, LLC holds $779,743 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
|
2,362 | $779,743 |
All Filings in TRV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,743 | 2,362 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $555,942 | 1,906 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $344,011 | 1,186 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $263,304 | 943 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||