Aries Wealth Management

Position in TRV — Travelers Companies, Inc.

CIK 1729515 PORTLAND, ME

Position in TRV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$877,458

+$102,173 QoQ

Shares Held

2,658

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#850

of 1,829 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aries Wealth Management holds $3,741,599 across 3 Insurance - Property & Casualty names. TRV ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	7,398	$2,520,794
2	TRV	Travelers Companies, Inc. This page	2,658	$877,458
3	ALL	Allstate Corp	1,443	$343,347

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$877,458	2,658	0.0%	Shares	Sole	2026-07-24
2026-03-31	$775,285	2,658	0.0%	Shares	Sole	2026-05-15
2025-12-31	$770,979	2,658	0.0%	Shares	Sole	2026-01-30
2025-09-30	$742,166	2,658	0.0%	Shares	Sole	2025-11-10
2025-06-30	$711,121	2,658	-26.5%	Shares	Sole	2025-07-28
2025-03-31	$956,816	3,618	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$870,576	3,614	+36.0%	Shares	Sole	2025-01-30
2024-09-30	$622,290	2,658	-7.1%	Shares	Sole	2024-10-31
2024-06-30	$581,959	2,862	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$657,740	2,858	0.0%	Shares	Sole	2024-05-03
2023-12-31	$544,420	2,858	-0.2%	Shares	Sole	2024-01-10
2023-09-30	$467,883	2,865	+0.2%	Shares	Sole	2023-10-19
2023-06-30	$496,320	2,858	0.0%	Shares	Sole	2023-07-14
2023-03-31	$489,889	2,858	0.0%	Shares	Sole	2023-04-11
2022-12-31	$535,846	2,858	0.0%	Shares	Sole	2023-01-19
2022-09-30	$437,845	2,858	-2.1%	Shares	Sole	2022-11-02
2022-06-30	$493,690	2,919	0.0%	Shares	Sole	2022-07-27
2021-12-31	$456,619	2,919	0.0%	Shares	Sole	2022-06-06
2021-09-30	$443,717	2,919	-1.1%	Shares	Sole	2021-10-13
2021-06-30	$441,644	2,950	0.0%	Shares	Sole	2021-07-14
2021-03-31	$443,680	2,950	-3.6%	Shares	Sole	2021-04-20
2020-12-31	$429,532	3,060	0.0%	Shares	Sole	2021-01-22
2020-09-30	$331,061	3,060	0.0%	Shares	Sole	2020-10-14
2020-06-30	$348,993	3,060	-2.6%	Shares	Sole	2020-07-09
2020-03-31	$312,058	3,141	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.