Total Wealth Planning & Management, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$635,811
+$146,372 QoQ
Shares Held
1,926
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#969
of 1,829 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $635,811 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
|
1,926 | $635,811 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,811 | 1,926 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $489,439 | 1,678 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $524,718 | 1,809 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $444,919 | 1,663 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $468,623 | 1,772 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $418,185 | 1,736 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||