WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1632972
PLYMOUTH, MN
Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$108,174,051
+$58,046,218 QoQ
Shares Held
327,681
+90.7% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#72
of 1,799 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $595,818,130 across 29 Insurance - Property & Casualty names. TRV ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
648,956 | $221,125,267 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
327,681 | $108,174,051 | |
| 3 | ALL |
Allstate Corp
|
369,307 | $87,872,907 | |
| 4 | PGR |
Progressive Corp/Oh/
|
159,145 | $34,765,225 | |
| 5 | CINF |
Cincinnati Financial Corp
|
185,044 | $34,259,046 | |
| 6 | ORI |
Old Republic International Corp
|
694,976 | $28,438,417 | |
| 7 | WRB |
Berkley W R Corp
|
377,811 | $26,647,009 | |
| 8 | AFG |
American Financial Group Inc
|
90,701 | $12,692,697 |
All Filings in TRV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,174,051 | 327,681 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $50,127,833 | 171,859 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $63,809,719 | 219,988 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $54,585,555 | 195,493 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $46,195,061 | 172,666 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $42,927,676 | 162,322 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $38,395,457 | 159,390 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $30,759,856 | 131,385 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $29,461,729 | 144,889 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $30,546,021 | 132,728 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $25,099,533 | 131,763 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $21,351,312 | 130,741 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $880,803 | 5,072 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,488,022 | 20,349 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||