Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$733,526
+$85,414 QoQ
Shares Held
2,222
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
14.17%
of 13F equity value
Holder Rank
#916
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026WHI TRUST Co LLC holds $806,886 across 2 Insurance - Property & Casualty names. TRV ranks #1 (90.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
2,222 | $733,526 | |
| 2 | L |
Loews Corp
|
648 | $73,360 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,526 | 2,222 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $648,112 | 2,222 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $644,513 | 2,222 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||