1 NORTH WEALTH SERVICES LLC

Position in TRV — Travelers Companies, Inc.

CIK 1641761 ANNAPOLIS, MD

Position in TRV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,082,463

+$72,084 QoQ

Shares Held

3,279

-5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

#785

of 1,829 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

1 NORTH WEALTH SERVICES LLC holds $1,145,951 across 3 Insurance - Property & Casualty names. TRV ranks #1 (94.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	3,279	$1,082,463
2	ALL	Allstate Corp	186	$44,256
3	ORI	Old Republic International Corp	470	$19,232

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,082,463	3,279	-5.3%	Shares	Sole	2026-08-03
2026-03-31	$1,010,379	3,464	-5.1%	Shares	Sole	2026-05-04
2025-12-31	$1,059,009	3,651	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,019,432	3,651	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$982,674	3,673	-0.8%	Shares	Sole	2025-07-23
2025-03-31	$979,295	3,703	-4.4%	Shares	Sole	2025-05-15
2024-12-31	$933,207	3,874	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.