EXENCIAL WEALTH ADVISORS, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in TRV

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$299,847

+$45,755 QoQ

Shares Held

1,028

+17.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $4,429,636 across 4 Insurance - Property & Casualty names. TRV ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	10,052	$3,276,248
2	PGR	Progressive Corp/Oh/	2,479	$491,436
3	KMPR	KEMPER Corp	11,849	$362,105
4	TRV	Travelers Companies, Inc. This page	1,028	$299,847

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$299,847	1,028	+17.4%	Shares	Sole	2026-04-28
2025-12-31	$254,092	876	-0.6%	Shares	Sole	2026-01-30
2025-09-30	$245,992	881	—	Shares	Sole	2025-10-27
No filing history on record for this holder in this stock.