Wealthspire Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1646247 NEW YORK, NY

Position in TRV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,814,339

+$433,818 QoQ

Shares Held

5,496

+16.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#652

of 1,829 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $17,520,223 across 6 Insurance - Property & Casualty names. TRV ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	45,054	$9,842,046
2	CB	Chubb Ltd	9,863	$3,360,718
3	TRV	Travelers Companies, Inc. This page	5,496	$1,814,339
4	ALL	Allstate Corp	6,209	$1,477,369
5	MKL	Markel Group Inc.	328	$640,587
6	WRB	Berkley W R Corp	5,461	$385,164

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,814,339	5,496	+16.1%	Shares	Sole	2026-08-11
2026-03-31	$1,380,521	4,733	-7.3%	Shares	Sole	2026-05-01
2025-12-31	$1,480,466	5,104	+81.6%	Shares	Sole	2026-02-13
2025-09-30	$784,608	2,810	-16.4%	Shares	Sole	2025-11-14
2025-06-30	$898,934	3,360	-6.1%	Shares	Sole	2025-08-11
2025-03-31	$946,502	3,579	+2.3%	Shares	Sole	2025-05-09
2024-12-31	$842,874	3,499	+4.2%	Shares	Sole	2025-02-04
2024-09-30	$785,940	3,357	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$686,069	3,374	-1.7%	Shares	Sole	2024-08-08
2024-03-31	$790,300	3,434	-3.4%	Shares	Sole	2024-05-06
2023-12-31	$677,382	3,556	+3.9%	Shares	Sole	2024-02-07
2023-09-30	$558,683	3,421	+60.6%	Shares	Sole	2023-11-06
2023-06-30	$369,895	2,130	+2.0%	Shares	Sole	2023-08-01
2023-03-31	$358,075	2,089	-9.4%	Shares	Sole	2023-05-09
2022-12-31	$432,539	2,307	+26.4%	Shares	Sole	2023-02-14
2022-09-30	$279,590	1,825	-33.8%	Shares	Sole	2022-11-14
2021-09-30	$419,243	2,758	+25.2%	Shares	Sole	2021-11-15
2021-03-31	$331,331	2,203	+13.0%	Shares	Sole	2021-05-17
2020-12-31	$273,721	1,950	-54.6%	Shares	Sole	2021-02-16
2020-03-31	$426,807	4,296	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.