B. Riley Wealth Advisors, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1464811 MEMPHIS, TN

Position in TRV

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$853,690

+$132,074 QoQ

Shares Held

2,586

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#863

of 1,829 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $4,576,413 across 5 Insurance - Property & Casualty names. TRV ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	6,220	$2,119,402
2	PGR	Progressive Corp/Oh/	4,783	$1,044,846
3	TRV	Travelers Companies, Inc. This page	2,586	$853,690
4	ALL	Allstate Corp	1,395	$331,926
5	MKL	Markel Group Inc.	116	$226,549

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$853,690	2,586	+4.5%	Shares	Sole	2026-07-14
2026-03-31	$721,616	2,474	-14.7%	Shares	Sole	2026-04-27
2025-12-31	$841,754	2,902	-13.1%	Shares	Sole	2026-02-17
2025-09-30	$932,594	3,340	-32.4%	Shares	Sole	2025-10-31
2025-06-30	$1,321,647	4,940	-49.0%	Shares	Sole	2025-08-19
2024-03-31	$2,231,207	9,695	+265.6%	Shares	Sole	2024-05-16
2023-12-31	$505,179	2,652	-72.6%	Shares	Sole	2024-03-15
2023-09-30	$1,583,290	9,695	-21.6%	Shares	Sole	2023-12-01
2023-06-30	$2,148,521	12,372	+1.4%	Shares	Sole	2023-07-27
2023-03-31	$2,092,230	12,206	+5.5%	Shares	Sole	2023-05-17
2022-12-31	$2,169,259	11,570	+4.9%	Shares	Sole	2023-03-15
2022-09-30	$1,689,796	11,030	+28.7%	Shares	Other	2022-11-22
2022-06-30	$1,448,936	8,567	-0.5%	Shares	Other	2022-08-12
2022-03-31	$1,573,305	8,610	+6.9%	Shares	Other	2022-05-02
2021-12-31	$1,260,512	8,058	+3.5%	Shares	Other	2022-01-28
2021-09-30	$1,182,941	7,782	-5.0%	Shares	Other	2021-11-16
2021-06-30	$1,226,274	8,191	+20.5%	Shares	Other	2021-08-10
2021-03-31	$1,022,268	6,797	+31.0%	Shares	Other	2021-05-13
2020-12-31	$728,379	5,189	+11.4%	Shares	Other	2021-02-04
2020-09-30	$503,840	4,657	-24.9%	Shares	Other	2020-11-09
2020-06-30	$706,767	6,197	-16.7%	Shares	Other	2020-07-31
2020-03-31	$738,766	7,436	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.