Sarver Vrooman Wealth Advisors
Position in TRV — Travelers Companies, Inc.
CIK 2076215
KANSAS CITY, MO
Position in TRV
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$48,857
+$4,230 QoQ
Shares Held
148
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,666
of 1,829 holders
Holding Since
Jun 2025
5 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, 2026Sarver Vrooman Wealth Advisors holds $189,048 across 4 Insurance - Property & Casualty names. TRV ranks #1 (25.8% of the industry book) .
All Filings in TRV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,857 | 148 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $44,627 | 153 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $42,058 | 145 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $65,337 | 234 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $62,604 | 234 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||