Annex Advisory Services, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1542287 BROOKFIELD, WI

Position in TRV

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$3,883,861

+$3,024,281 QoQ

Shares Held

11,765

+299.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#469

of 1,829 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Annex Advisory Services, LLC holds $6,911,753 across 3 Insurance - Property & Casualty names. TRV ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	11,765	$3,883,861
2	AIZ	Assurant, Inc.	9,812	$2,634,816
3	ALL	Allstate Corp	1,652	$393,076

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,883,861	11,765	+299.2%	Shares	Sole	2026-07-10
2026-03-31	$859,580	2,947	-0.8%	Shares	Sole	2026-04-16
2025-12-31	$861,768	2,971	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.