Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$357,189
+$48,300 QoQ
Shares Held
1,082
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,219
of 1,829 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026XXI WEALTH, LLC holds $583,707 across 2 Insurance - Property & Casualty names. TRV ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,082 | $357,189 | |
| 2 | ALL |
Allstate Corp
|
952 | $226,518 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,189 | 1,082 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $308,889 | 1,059 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $269,465 | 929 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||