Facet Wealth, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1748271 WEST PALM BEACH, FL

Position in TRV

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

Position Value

$361,151

+$102,723 QoQ

Shares Held

1,094

+23.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,211

of 1,829 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Facet Wealth, Inc. holds $1,973,364 across 4 Insurance - Property & Casualty names. TRV ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,325	$792,220
2	PGR	Progressive Corp/Oh/	2,207	$482,119
3	TRV	Travelers Companies, Inc. This page	1,094	$361,151
4	ALL	Allstate Corp	1,420	$337,874

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361,151	1,094	+23.5%	Shares	Sole	2026-07-27
2026-03-31	$258,428	886	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.