Mowery & Schoenfeld Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in TRV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$260,794
+$30,367 QoQ
Shares Held
790
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,389
of 1,829 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $735,850 across 6 Insurance - Property & Casualty names. TRV ranks #1 (35.4% 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 | $260,794 | 790 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $230,427 | 790 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $242,490 | 836 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $220,583 | 790 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $211,356 | 790 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $208,923 | 790 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $194,157 | 806 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $160,840 | 687 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $139,694 | 687 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $114,839 | 499 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $95,054 | 499 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||