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55 North Private Wealth, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2106457 WINTER PARK, FL

Position in TRV

as of Jun 30, 2026 · filed Jul 7, 2026
Position Value
$230,423
New position
Shares Held
698
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,468
of 1,829 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

55 North Private Wealth, LLC holds $761,177 across 3 Insurance - Property & Casualty names. TRV ranks #3 (30.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TRV
Travelers Companies, Inc.
This page
698 $230,423

All Filings in TRV

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $230,423 698