Fourth Dimension Wealth, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in TRV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$54,469
+$6,342 QoQ
Shares Held
165
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,656
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, 2026Fourth Dimension Wealth, LLC holds $82,697 across 4 Insurance - Property & Casualty names. TRV ranks #1 (65.9% of the industry book) .
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,469 | 165 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $48,127 | 165 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $47,859 | 165 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $46,071 | 165 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $44,144 | 165 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $43,635 | 165 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $39,746 | 165 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||