Premier Path Wealth Partners, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1999925
MADISON, NJ
Position in TRV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,033,935
+$147,520 QoQ
Shares Held
3,132
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#801
of 1,829 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $3,925,008 across 4 Insurance - Property & Casualty names. TRV ranks #1 (26.3% 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 | $1,033,935 | 3,132 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $886,415 | 3,039 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $683,671 | 2,357 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $509,018 | 1,823 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $480,769 | 1,797 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $417,846 | 1,580 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $360,853 | 1,498 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $347,668 | 1,485 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $308,670 | 1,518 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $338,996 | 1,473 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $277,734 | 1,458 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||