HHM Wealth Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1750086 CHATTANOOGA, TN

Position in TRV

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$37,963

+$12,879 QoQ

Shares Held

115

+33.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,681

of 1,829 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HHM Wealth Advisors, LLC holds $1,145,723 across 7 Insurance - Property & Casualty names. TRV ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	3,006	$715,247
2	CINF	Cincinnati Financial Corp	1,204	$222,908
3	CB	Chubb Ltd	210	$71,555
4	ORI	Old Republic International Corp	1,500	$61,380
5	TRV	Travelers Companies, Inc. This page	115	$37,963
6	PGR	Progressive Corp/Oh/	150	$32,767
7	LMND	Lemonade, Inc.	60	$3,903

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,963	115	+33.7%	Shares	Sole	2026-07-13
2026-03-31	$25,084	86	+145.7%	Shares	Sole	2026-04-17
2025-12-31	$10,152	35	+600.0%	Shares	Sole	2026-01-22
2025-06-30	$1,337	5	0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,322	5	0.0%	Shares	Sole	2025-05-08
2024-12-31	$1,204	5	+25.0%	Shares	Sole	2025-01-24
2023-09-30	$653	4	-99.2%	Shares	Sole	2023-11-03
2022-06-30	$80,167	474	-9.9%	Shares	Sole	2022-08-08
2022-03-31	$96,115	526	-0.4%	Shares	Sole	2022-04-27
2021-12-31	$82,595	528	0.0%	Shares	Sole	2022-02-03
2021-09-30	$80,261	528	-19.1%	Shares	Sole	2021-11-02
2021-06-30	$97,760	653	0.0%	Shares	Sole	2021-07-27
2021-03-31	$98,211	653	0.0%	Shares	Sole	2021-04-23
2020-12-31	$91,661	653	0.0%	Shares	Sole	2021-01-28
2020-09-30	$70,648	653	-6.3%	Shares	Sole	2020-11-12
2020-06-30	$79,492	697	0.0%	Shares	Sole	2020-08-13
2020-03-31	$69,246	697	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.