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Wilkerson Advisory Group LLC

Position in TRV — Travelers Companies, Inc.

CIK 2079661 COLUMBIA, MO

Position in TRV

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$87,481
+$23,312 QoQ
Shares Held
265
+20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,622
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026

Wilkerson Advisory Group LLC holds $1,180,241 across 6 Insurance - Property & Casualty names. TRV ranks #2 (7.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TRV
Travelers Companies, Inc.
This page
265 $87,481

All Filings in TRV

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $87,481 265
2026-03-31 $64,169 220
2025-12-31 $34,807 120