Barnes Wealth Management Group, Inc
Position in TRV — Travelers Companies, Inc.
CIK 2066194
Bakersfield, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$289,185
+$28,715 QoQ
Shares Held
876
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,333
of 1,828 holders
Holding Since
Mar 2025
6 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, 2026Barnes Wealth Management Group, Inc holds $752,453 across 3 Insurance - Property & Casualty names. TRV ranks #1 (38.4% of the industry book) .
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,185 | 876 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $260,470 | 893 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $259,023 | 893 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $223,096 | 799 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $209,751 | 784 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $206,014 | 779 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||