Position in TRV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$507,724
+$65,246 QoQ
Shares Held
1,538
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,044
of 1,829 holders
Holding Since
Dec 2024
7 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, 20264WEALTH ADVISORS, INC. holds $507,724 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
|
1,538 | $507,724 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,724 | 1,538 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $442,478 | 1,517 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $541,832 | 1,868 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $508,738 | 1,822 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $450,002 | 1,682 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $450,639 | 1,704 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $344,954 | 1,432 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||