Position in TRV
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$307,011
+$35,749 QoQ
Shares Held
930
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,304
of 1,829 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FORM Wealth Advisors, LLC holds $307,011 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
930 | $307,011 |
All Filings in TRV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,011 | 930 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $271,262 | 930 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $269,755 | 930 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $248,812 | 930 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $245,947 | 930 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||