Greykasell Wealth Strategies, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 2041220
DANVILLE, CA
Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$33,012
+$3,844 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,690
of 1,829 holders
Holding Since
Mar 2025
6 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, 2026Greykasell Wealth Strategies, Inc. holds $1,223,428 across 4 Insurance - Property & Casualty names. TRV ranks #2 (2.7% of the industry book) .
All Filings in TRV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,012 | 100 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $29,168 | 100 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $29,006 | 100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $27,922 | 100 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $26,754 | 100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,446 | 100 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||