HIGHLINE WEALTH PARTNERS LLC
Position in TRV — Travelers Companies, Inc.
CIK 2042654
SHERMAN OAKS, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$42,255
+$18,046 QoQ
Shares Held
128
+54.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,674
of 1,828 holders
Holding Since
Jun 2023
13 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $1,472,737 across 12 Insurance - Property & Casualty names. TRV ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
27,308 | $1,117,443 | |
| 2 | ALL |
Allstate Corp
|
782 | $186,069 | |
| 3 | PGR |
Progressive Corp/Oh/
|
319 | $69,685 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
128 | $42,255 | |
| 5 | CB |
Chubb Ltd
|
53 | $18,059 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
49 | $10,491 | |
| 7 | AFG |
American Financial Group Inc
|
70 | $9,795 | |
| 8 | CINF |
Cincinnati Financial Corp
|
40 | $7,405 |
All Filings in TRV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,255 | 128 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $24,209 | 83 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $22,914 | 79 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $16,473 | 59 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $16,319 | 61 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $13,487 | 51 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,840 | 45 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $8,428 | 36 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,523 | 37 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $6,213 | 27 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $5,143 | 27 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $326 | 2 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $347 | 2 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||