High Point Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2106882
CHESTER, NJ
Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$53,479
+$6,227 QoQ
Shares Held
162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,657
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, 2026High Point Wealth Management, LLC holds $61,291 across 2 Insurance - Property & Casualty names. TRV ranks #1 (87.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
162 | $53,479 | |
| 2 | MKL |
Markel Group Inc.
|
4 | $7,812 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,479 | 162 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $47,252 | 162 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $46,989 | 162 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||