Inlet Private Wealth, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1759751 Jupiter, FL

Position in TRV

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

Position Value

$875,148

+$101,905 QoQ

Shares Held

2,651

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#852

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Inlet Private Wealth, LLC holds $7,317,126 across 4 Insurance - Property & Casualty names. TRV ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	14,024	$4,778,537
2	PGR	Progressive Corp/Oh/	4,432	$968,170
3	TRV	Travelers Companies, Inc. This page	2,651	$875,148
4	MKL	Markel Group Inc.	356	$695,271

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$875,148	2,651	0.0%	Shares	Sole	2026-08-07
2026-03-31	$773,243	2,651	0.0%	Shares	Sole	2026-05-13
2025-12-31	$768,949	2,651	0.0%	Shares	Sole	2026-01-21
2025-09-30	$740,212	2,651	+2.4%	Shares	Sole	2025-10-31
2025-06-30	$692,928	2,590	0.0%	Shares	Sole	2025-08-05
2025-03-31	$684,951	2,590	0.0%	Shares	Sole	2025-05-07
2024-12-31	$623,905	2,590	-18.8%	Shares	Sole	2025-01-24
2024-09-30	$746,842	3,190	0.0%	Shares	Sole	2024-10-16
2024-06-30	$648,654	3,190	+10.0%	Shares	Sole	2024-07-23
2024-03-31	$667,406	2,900	0.0%	Shares	Sole	2024-04-25
2023-12-31	$552,421	2,900	-17.1%	Shares	Sole	2024-01-26
2023-09-30	$571,585	3,500	0.0%	Shares	Sole	2023-10-30
2023-06-30	$607,810	3,500	0.0%	Shares	Sole	2023-07-27
2023-03-31	$599,935	3,500	0.0%	Shares	Sole	2023-05-03
2022-12-31	$656,215	3,500	0.0%	Shares	Sole	2023-01-23
2022-09-30	$536,200	3,500	0.0%	Shares	Sole	2022-10-20
2022-06-30	$591,955	3,500	0.0%	Shares	Sole	2022-07-13
2022-03-31	$639,555	3,500	0.0%	Shares	Sole	2022-04-29
2021-12-31	$547,505	3,500	0.0%	Shares	Sole	2022-01-31
2021-09-30	$532,035	3,500	0.0%	Shares	Sole	2021-11-12
2021-06-30	$523,985	3,500	0.0%	Shares	Sole	2021-08-04
2021-03-31	$526,400	3,500	0.0%	Shares	Sole	2021-05-05
2020-12-31	$491,295	3,500	0.0%	Shares	Sole	2021-02-11
2020-09-30	$378,665	3,500	-10.3%	Shares	Sole	2020-10-16
2020-06-30	$444,795	3,900	0.0%	Shares	Sole	2020-08-10
2020-03-31	$387,465	3,900	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.