MATHER GROUP, LLC.

Position in TRV — Travelers Companies, Inc.

CIK 1527641 CHICAGO, IL

Position in TRV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,128,680

+$248,099 QoQ

Shares Held

3,419

+13.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#771

of 1,829 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MATHER GROUP, LLC. holds $29,751,659 across 15 Insurance - Property & Casualty names. TRV ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	99,294	$18,383,291
2	PGR	Progressive Corp/Oh/	22,762	$4,972,358
3	CB	Chubb Ltd	6,938	$2,364,054
4	ALL	Allstate Corp	6,427	$1,529,240
5	TRV	Travelers Companies, Inc. This page	3,419	$1,128,680
6	WRB	Berkley W R Corp	8,534	$601,903
7	L	Loews Corp	2,355	$266,609
8	AFG	American Financial Group Inc	1,431	$200,254

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,128,680	3,419	+13.2%	Shares	Sole	2026-07-27
2026-03-31	$880,581	3,019	+18.7%	Shares	Sole	2026-04-13
2025-12-31	$737,622	2,543	+1.2%	Shares	Sole	2026-01-13
2025-09-30	$701,679	2,513	+15.6%	Shares	Sole	2025-10-21
2025-06-30	$581,631	2,174	+2.5%	Shares	Sole	2025-07-15
2025-03-31	$560,919	2,121	+8.3%	Shares	Sole	2025-04-25
2024-12-31	$471,903	1,959	+0.6%	Shares	Sole	2025-01-27
2024-09-30	$455,831	1,947	-0.9%	Shares	Sole	2024-10-07
2024-06-30	$399,359	1,964	+8.1%	Shares	Sole	2024-07-09
2024-03-31	$417,934	1,816	-2.0%	Shares	Sole	2024-04-09
2023-12-31	$353,168	1,854	+41.7%	Shares	Sole	2024-02-05
2023-06-30	$227,147	1,308	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.