Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$110,920
+$12,916 QoQ
Shares Held
336
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,598
of 1,828 holders
Holding Since
Dec 2024
7 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, 2026VSM Wealth Advisory, LLC holds $142,328 across 2 Insurance - Property & Casualty names. TRV ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
336 | $110,920 | |
| 2 | ALL |
Allstate Corp
|
132 | $31,408 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,920 | 336 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $98,004 | 336 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $67,874 | 234 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $93,538 | 335 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $89,625 | 335 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $88,329 | 334 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $80,457 | 334 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||