NWAM LLC

Position in TRV — Travelers Companies, Inc.

CIK 1655006 MERCER ISLAND, WA

Position in TRV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$520,269

+$106,667 QoQ

Shares Held

1,576

+11.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,032

of 1,829 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NWAM LLC holds $1,248,799 across 2 Insurance - Property & Casualty names. TRV ranks #2 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PGR	Progressive Corp/Oh/	3,335	$728,530
2	TRV	Travelers Companies, Inc. This page	1,576	$520,269

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$520,269	1,576	+11.1%	Shares	Sole	2026-07-23
2026-03-31	$413,602	1,418	-0.3%	Shares	Sole	2026-05-04
2025-12-31	$412,465	1,422	-17.3%	Shares	Sole	2026-02-04
2025-09-30	$479,979	1,719	+0.5%	Shares	Sole	2026-02-04
2025-06-30	$457,760	1,711	+1.3%	Shares	Sole	2026-02-04
2024-12-31	$406,863	1,689	-3.3%	Shares	Sole	2025-02-05
2024-09-30	$408,773	1,746	-4.7%	Shares	Sole	2024-11-12
2024-06-30	$372,518	1,832	-2.6%	Shares	Sole	2024-07-24
2023-09-30	$307,186	1,881	+0.7%	Shares	Sole	2023-11-01
2023-06-30	$324,223	1,867	+0.3%	Shares	Sole	2023-08-10
2022-12-31	$348,918	1,861	+0.8%	Shares	Sole	2023-02-08
2022-06-30	$312,383	1,847	+54.8%	Shares	Sole	2022-08-10
2022-03-31	$217,996	1,193	-34.8%	Shares	Sole	2022-05-12
2021-09-30	$278,330	1,831	+0.5%	Shares	Sole	2021-11-03
2021-06-30	$272,621	1,821	-0.4%	Shares	Sole	2021-08-04
2021-03-31	$275,081	1,829	0.0%	Shares	Sole	2021-04-23
2020-12-31	$256,736	1,829	-0.8%	Shares	Sole	2021-01-22
2020-06-30	$210,194	1,843	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.