Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$417,601
+$135,547 QoQ
Shares Held
1,265
+30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,138
of 1,829 holders
Holding Since
Jun 2024
9 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $1,257,767 across 2 Insurance - Property & Casualty names. TRV ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
3,531 | $840,166 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,265 | $417,601 |
All Filings in TRV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,601 | 1,265 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $282,054 | 967 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $271,496 | 936 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $224,772 | 805 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $215,369 | 805 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $211,039 | 798 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $235,831 | 979 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $240,909 | 1,029 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $207,610 | 1,021 | Shares | Sole | 2024-08-27 | |
| No filing history on record for this holder in this stock. | ||||||