Florida Trust Wealth Management Co

Position in TRV — Travelers Companies, Inc.

CIK 1651023 SANIBEL, FL

Position in TRV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$680,046

+$76,853 QoQ

Shares Held

2,060

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#939

of 1,829 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $32,421,764 across 7 Insurance - Property & Casualty names. TRV ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	56,813	$19,358,461
2	PGR	Progressive Corp/Oh/	28,869	$6,306,432
3	MKL	Markel Group Inc.	2,218	$4,331,776
4	ALL	Allstate Corp	4,875	$1,159,956
5	TRV	Travelers Companies, Inc. This page	2,060	$680,046
6	KMPR	KEMPER Corp	12,600	$339,696
7	ORI	Old Republic International Corp	5,997	$245,397

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$680,046	2,060	-0.4%	Shares	Sole	2026-07-27
2026-03-31	$603,193	2,068	0.0%	Shares	Defined	2026-05-15
2025-12-31	$599,843	2,068	-4.2%	Shares	Defined	2026-01-20
2025-09-30	$602,556	2,158	0.0%	Shares	Defined	2025-10-29
2025-06-30	$577,350	2,158	0.0%	Shares	Defined	2025-08-13
2025-03-31	$570,704	2,158	-1.7%	Shares	Defined	2025-04-15
2024-12-31	$528,993	2,196	+2.2%	Shares	Defined	2025-01-15
2024-09-30	$503,123	2,149	+14.4%	Shares	Defined	2024-10-08
2024-06-30	$381,871	1,878	-2.6%	Shares	Defined	2024-07-22
2024-03-31	$443,709	1,928	+10.5%	Shares	Defined	2024-05-21
2023-12-31	$332,404	1,745	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.