Position in TRV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$239,006
+$28,705 QoQ
Shares Held
724
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,447
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026MEMBERS WEALTH LLC holds $239,006 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
|
724 | $239,006 |
All Filings in TRV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,006 | 724 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $210,301 | 721 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $208,843 | 720 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||