WBH ADVISORY INC

Position in TRV — Travelers Companies, Inc.

CIK 1259671 BALTIMORE, MD

Position in TRV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,992,274

+$217,402 QoQ

Shares Held

6,035

-0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#618

of 1,829 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

WBH ADVISORY INC holds $3,150,816 across 3 Insurance - Property & Casualty names. TRV ranks #1 (63.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	6,035	$1,992,274
2	CB	Chubb Ltd	2,612	$890,012
3	AIZ	Assurant, Inc.	1,000	$268,530

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,992,274	6,035	-0.8%	Shares	Sole	2026-08-05
2026-03-31	$1,774,872	6,085	-10.0%	Shares	Sole	2026-04-27
2025-12-31	$1,960,225	6,758	-2.2%	Shares	Sole	2026-01-26
2025-09-30	$1,929,968	6,912	-2.9%	Shares	Sole	2025-10-30
2025-06-30	$1,904,082	7,117	-4.0%	Shares	Sole	2025-07-30
2025-03-31	$1,961,499	7,417	-4.6%	Shares	Sole	2025-05-12
2024-12-31	$1,871,956	7,771	-4.6%	Shares	Sole	2025-01-31
2024-09-30	$1,906,907	8,145	-5.9%	Shares	Sole	2024-10-15
2024-06-30	$1,760,111	8,656	-2.9%	Shares	Sole	2024-07-11
2024-03-31	$2,051,237	8,913	-4.5%	Shares	Sole	2024-04-16
2023-12-31	$1,777,271	9,330	-0.3%	Shares	Sole	2024-01-09
2023-09-30	$1,527,601	9,354	+0.4%	Shares	Sole	2023-10-10
2023-06-30	$1,618,337	9,319	-1.1%	Shares	Sole	2023-07-12
2023-03-31	$1,615,025	9,422	-10.5%	Shares	Sole	2023-04-20
2022-09-30	$1,613,502	10,532	-1.5%	Shares	Sole	2022-10-18
2022-06-30	$1,807,999	10,690	-3.2%	Shares	Sole	2022-07-12
2022-03-31	$2,018,435	11,046	+4.0%	Shares	Sole	2022-04-29
2021-12-31	$1,660,817	10,617	-2.7%	Shares	Sole	2022-01-28
2021-09-30	$1,657,973	10,907	-1.8%	Shares	Sole	2021-10-25
2021-06-30	$1,662,828	11,107	-2.9%	Shares	Sole	2021-07-27
2021-03-31	$1,720,576	11,440	-1.7%	Shares	Sole	2021-04-19
2020-12-31	$1,633,906	11,640	-3.7%	Shares	Sole	2021-01-21
2020-09-30	$1,308,233	12,092	-1.2%	Shares	Sole	2020-10-27
2020-06-30	$1,395,287	12,234	-8.5%	Shares	Sole	2020-08-05
2020-03-31	$1,328,607	13,373	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.