Principle Wealth Partners LLC

Position in TRV — Travelers Companies, Inc.

CIK 1743413 MADISON, CT

Position in TRV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,106,956

+$480,037 QoQ

Shares Held

15,470

-2.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#409

of 1,829 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Principle Wealth Partners LLC holds $13,764,771 across 4 Insurance - Property & Casualty names. TRV ranks #2 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	25,159	$5,986,332
2	TRV	Travelers Companies, Inc. This page	15,470	$5,106,956
3	MKL	Markel Group Inc.	737	$1,439,368
4	CB	Chubb Ltd	3,616	$1,232,115

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,106,956	15,470	-2.5%	Shares	Sole	2026-08-07
2026-03-31	$4,626,919	15,863	-0.4%	Shares	Sole	2026-05-07
2025-12-31	$4,619,785	15,927	0.0%	Shares	Sole	2026-02-06
2025-09-30	$4,447,136	15,927	+3.6%	Shares	Sole	2025-11-03
2025-06-30	$4,113,962	15,377	-3.9%	Shares	Sole	2025-07-30
2025-03-31	$4,230,566	15,997	-5.2%	Shares	Sole	2025-05-06
2024-12-31	$4,063,814	16,870	-0.7%	Shares	Sole	2025-01-29
2024-09-30	$3,978,869	16,995	+0.0%	Shares	Sole	2024-11-13
2024-06-30	$3,455,559	16,994	+0.0%	Shares	Sole	2024-08-13
2024-03-31	$3,910,538	16,992	0.0%	Shares	Sole	2024-04-23
2023-12-31	$3,236,806	16,992	+1.4%	Shares	Sole	2024-02-05
2023-09-30	$2,735,605	16,751	+1.7%	Shares	Sole	2023-11-01
2023-06-30	$2,860,353	16,471	0.0%	Shares	Sole	2023-07-31
2023-03-31	$2,823,294	16,471	+1.4%	Shares	Sole	2023-05-10
2022-12-31	$3,044,837	16,240	-0.4%	Shares	Sole	2023-02-02
2022-09-30	$2,498,692	16,310	+4.0%	Shares	Sole	2022-11-14
2022-06-30	$2,653,649	15,690	-2.2%	Shares	Sole	2022-08-02
2022-03-31	$2,932,816	16,050	+1.2%	Shares	Sole	2022-05-12
2021-12-31	$2,480,979	15,860	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$2,395,677	15,760	-1.1%	Shares	Sole	2021-11-16
2021-06-30	$2,384,880	15,930	+1.5%	Shares	Sole	2021-08-13
2021-03-31	$2,360,528	15,695	+3.3%	Shares	Sole	2021-05-18
2020-12-31	$2,132,922	15,195	+1180.1%	Shares	Sole	2021-02-16
2020-06-30	$135,377	1,187	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.