Allworth Financial LP

Position in TRV — Travelers Companies, Inc.

CIK 1555170 FOLSOM, CA

Position in TRV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$15,192,444

+$12,554,932 QoQ

Shares Held

52,086

+451.4% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.08063587144338209.ToString("F0")% Shared 0.ToString("F0")% None 99.91936412855662.ToString("F0")%

Financial Services · as of Mar 31, 2026

Allworth Financial LP holds $71,369,885 across 43 Insurance - Property & Casualty names. TRV ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	77,126	$25,137,677
2	TRV	Travelers Companies, Inc. This page	52,086	$15,192,444
3	ALL	Allstate Corp	63,597	$13,186,201
4	AFG	American Financial Group Inc	50,770	$6,483,836
5	SLDE	Slide Insurance Holdings, Inc.	220,084	$3,961,512
6	PGR	Progressive Corp/Oh/	10,238	$2,029,581
7	ORI	Old Republic International Corp	46,040	$1,836,996
8	CINF	Cincinnati Financial Corp	6,222	$979,031

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,192,444	52,086	+451.4%	Shares	Sole	2026-05-15
2025-09-30	$2,637,512	9,446	+11.6%	Shares	Sole	2025-12-02
2025-06-30	$2,263,923	8,462	+33.0%	Shares	Sole	2025-08-07
2025-03-31	$1,682,230	6,361	+6.8%	Shares	Sole	2025-04-30
2024-12-31	$1,435,222	5,958	+35.8%	Shares	Sole	2025-01-30
2024-09-30	$1,027,084	4,387	+17.3%	Shares	Sole	2024-10-23
2024-06-30	$760,288	3,739	+2.6%	Shares	Sole	2024-07-24
2024-03-31	$838,630	3,644	-7.9%	Shares	Sole	2024-04-25
2023-12-31	$753,387	3,955	-3.5%	Shares	Sole	2024-01-24
2023-09-30	$669,407	4,099	+0.3%	Shares	Sole	2023-10-31
2023-06-30	$709,922	4,088	+26.0%	Shares	Sole	2023-07-18
2023-03-31	$556,225	3,245	-0.7%	Shares	Sole	2023-04-18
2022-12-31	$612,904	3,269	+3.2%	Shares	Sole	2023-01-13
2022-09-30	$485,337	3,168	-7.3%	Shares	Sole	2022-11-14
2022-06-30	$578,086	3,418	+0.9%	Shares	Sole	2022-07-13
2022-03-31	$619,271	3,389	+4.6%	Shares	Sole	2022-04-22
2021-12-31	$506,676	3,239	-1.3%	Shares	Sole	2022-01-21
2021-09-30	$498,744	3,281	+293.9%	Shares	Sole	2021-11-02
2021-06-30	$124,708	833	-25.6%	Shares	Sole	2021-08-02
2021-03-31	$168,448	1,120	+20.2%	Shares	Sole	2021-04-29
2020-12-31	$130,824	932	0.0%	Shares	Sole	2021-01-26
2020-09-30	$100,833	932	-14.4%	Shares	Sole	2020-11-03
2020-06-30	$124,200	1,089	+2.6%	Shares	Sole	2020-07-24
2020-03-31	$105,410	1,061	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.