Focus Partners Wealth

Position in TRV — Travelers Companies, Inc.

CIK 1542153 ST LOUIS, MO

Position in TRV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$722,302

+$268,157 QoQ

Shares Held

2,188

+40.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#922

of 1,829 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $144,821,800 across 20 Insurance - Property & Casualty names. TRV ranks #15 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	143,133	$48,771,138
2	PGR	Progressive Corp/Oh/	81,743	$17,856,758
3	MKL	Markel Group Inc.	8,015	$15,653,375
4	ALL	Allstate Corp	44,496	$10,587,378
5	KNSL	Kinsale Capital Group, Inc.	31,783	$10,482,351
6	ORI	Old Republic International Corp	244,062	$9,987,017
7	THG	Hanover Insurance Group, Inc.	28,384	$6,077,582
8	L	Loews Corp	48,315	$5,469,741

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$722,302	2,188	+40.5%	Shares	Sole	2026-08-12
2026-03-31	$454,145	1,557	-79.4%	Shares	Sole	2026-05-15
2025-12-31	$2,187,632	7,542	+24.3%	Shares	Sole	2026-02-13
2025-06-30	$1,623,700	6,069	-66.0%	Shares	Sole	2025-08-14
2025-03-31	$4,716,908	17,836	+9.3%	Shares	Sole	2025-05-20
2024-12-31	$3,929,879	16,314	+16.7%	Shares	Sole	2025-05-20
2024-09-30	$3,274,168	13,985	+33.1%	Shares	Sole	2024-11-14
2024-06-30	$2,136,086	10,505	+35.8%	Shares	Sole	2024-08-15
2024-03-31	$1,780,363	7,736	+41.0%	Shares	Sole	2024-05-16
2023-12-31	$1,045,218	5,487	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.