Smith Salley Wealth Management

Position in TRV — Travelers Companies, Inc.

CIK 1482012 GREENSBORO, NC

Position in TRV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,813,942

+$410,208 QoQ

Shares Held

8,524

+3.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#533

of 1,829 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Smith Salley Wealth Management holds $27,195,077 across 5 Insurance - Property & Casualty names. TRV ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	9,151	$17,871,994
2	CB	Chubb Ltd	12,176	$4,148,850
3	TRV	Travelers Companies, Inc. This page	8,524	$2,813,942
4	PGR	Progressive Corp/Oh/	9,221	$2,014,327
5	ALL	Allstate Corp	1,454	$345,964

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,813,942	8,524	+3.4%	Shares	Sole	2026-07-23
2026-03-31	$2,403,734	8,241	+4.4%	Shares	Sole	2026-04-16
2025-12-31	$2,288,863	7,891	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$2,206,117	7,901	+4.3%	Shares	Sole	2025-10-20
2025-06-30	$2,026,615	7,575	+3.5%	Shares	Sole	2025-07-17
2025-03-31	$1,936,111	7,321	+0.6%	Shares	Sole	2025-04-25
2024-12-31	$1,752,956	7,277	+0.3%	Shares	Sole	2025-01-15
2024-09-30	$1,698,306	7,254	+1.3%	Shares	Sole	2024-10-24
2024-06-30	$1,455,711	7,159	+1.4%	Shares	Sole	2024-07-29
2024-03-31	$1,625,018	7,061	-32.5%	Shares	Sole	2024-05-02
2023-12-31	$1,991,953	10,457	+78.3%	Shares	Sole	2024-01-24
2023-09-30	$957,975	5,866	—	Shares	Other	2023-10-27
No filing history on record for this holder in this stock.