Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$672,124
-$174,039 QoQ
Shares Held
2,036
-29.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#943
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, 2026PUREfi Wealth, LLC holds $672,124 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
|
2,036 | $672,124 |
All Filings in TRV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,124 | 2,036 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $846,163 | 2,901 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $836,533 | 2,884 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $738,257 | 2,644 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $610,793 | 2,283 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $431,863 | 1,633 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||