IMG Wealth Management, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 2032103
JACKSONVILLE, FL
Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$97,385
+$14,548 QoQ
Shares Held
295
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,612
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $167,698 across 5 Insurance - Property & Casualty names. TRV ranks #1 (58.1% of the industry book) .
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,385 | 295 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $82,837 | 284 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $80,056 | 276 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $72,876 | 261 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $69,827 | 261 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $60,561 | 229 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $55,163 | 229 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||