Cornerstone Wealth Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1674117 ST. PETERS, MO

Position in TRV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,377,260

+$132,954 QoQ

Shares Held

4,172

-2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#726

of 1,829 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $4,555,614 across 5 Insurance - Property & Casualty names. TRV ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	7,111	$2,423,002
2	TRV	Travelers Companies, Inc. This page	4,172	$1,377,260
3	WRB	Berkley W R Corp	4,506	$317,808
4	ALL	Allstate Corp	997	$237,226
5	PGR	Progressive Corp/Oh/	917	$200,318

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,377,260	4,172	-2.2%	Shares	Sole	2026-07-22
2026-03-31	$1,244,306	4,266	+188.4%	Shares	Sole	2026-04-24
2025-12-31	$428,998	1,479	+17.9%	Shares	Sole	2026-02-05
2025-09-30	$350,141	1,254	-0.1%	Shares	Sole	2025-11-04
2025-06-30	$335,762	1,255	-8.0%	Shares	Sole	2025-08-12
2025-03-31	$360,723	1,364	-22.3%	Shares	Sole	2025-04-18
2024-12-31	$422,761	1,755	+7.8%	Shares	Sole	2025-01-21
2024-09-30	$381,147	1,628	+0.2%	Shares	Sole	2024-10-16
2024-06-30	$330,224	1,624	+8.7%	Shares	Sole	2024-07-16
2024-03-31	$343,829	1,494	+7.2%	Shares	Sole	2024-04-19
2023-12-31	$265,543	1,394	+14.9%	Shares	Sole	2024-01-10
2023-06-30	$210,649	1,213	0.0%	Shares	Sole	2023-07-14
2023-03-31	$207,920	1,213	-1.9%	Shares	Sole	2023-05-15
2022-06-30	$209,044	1,236	0.0%	Shares	Sole	2022-08-04
2022-03-31	$225,854	1,236	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.