IBEX WEALTH ADVISORS

Position in TRV — Travelers Companies, Inc.

CIK 1686242 BEDMINSTER, NJ

Position in TRV

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

Position Value

$959,328

+$104,414 QoQ

Shares Held

2,906

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#825

of 1,829 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $5,438,913 across 3 Insurance - Property & Casualty names. TRV ranks #2 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	18,589	$4,060,767
2	TRV	Travelers Companies, Inc. This page	2,906	$959,328
3	THG	Hanover Insurance Group, Inc.	1,956	$418,818

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$959,328	2,906	-0.9%	Shares	Sole	2026-07-27
2026-03-31	$854,914	2,931	+1.5%	Shares	Sole	2026-04-30
2025-09-30	$806,666	2,889	+1.4%	Shares	Sole	2025-11-12
2025-06-30	$762,221	2,849	-46.4%	Shares	Sole	2025-08-07
2024-12-31	$1,281,053	5,318	-10.7%	Shares	Sole	2025-01-23
2024-06-30	$1,211,499	5,958	—	Shares	Sole	2024-08-06
No filing history on record for this holder in this stock.