Position in TRV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$764,888
+$88,483 QoQ
Shares Held
2,317
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#894
of 1,829 holders
Holding Since
Sep 2025
4 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, 2026WJ Financial Advisors LLC holds $1,024,157 across 2 Insurance - Property & Casualty names. TRV ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
2,317 | $764,888 | |
| 2 | ORI |
Old Republic International Corp
|
6,336 | $259,269 |
All Filings in TRV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,888 | 2,317 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $676,405 | 2,319 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $674,679 | 2,326 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $655,887 | 2,349 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||