Apollon Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1764387
MOUNT PLEASANT, SC
Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,836,127
+$700,034 QoQ
Shares Held
5,562
+42.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#649
of 1,829 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $26,183,539 across 12 Insurance - Property & Casualty names. TRV ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
25,399 | $8,654,455 | |
| 2 | PGR |
Progressive Corp/Oh/
|
19,509 | $4,261,741 | |
| 3 | MKL |
Markel Group Inc.
|
1,911 | $3,732,202 | |
| 4 | SLDE |
Slide Insurance Holdings, Inc.
|
115,270 | $2,232,779 | |
| 5 | ALL |
Allstate Corp
|
8,752 | $2,082,450 | |
| 6 | TRV |
Travelers Companies, Inc.
This page
|
5,562 | $1,836,127 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
9,832 | $953,802 | |
| 8 | RLI |
Rli Corp
|
11,259 | $665,069 |
All Filings in TRV
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,836,127 | 5,562 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,136,093 | 3,895 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $873,950 | 3,013 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $791,867 | 2,836 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $899,469 | 3,362 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $947,824 | 3,584 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $793,009 | 3,292 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $923,603 | 3,945 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $698,269 | 3,434 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $987,991 | 4,293 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $823,107 | 4,321 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $546,271 | 3,345 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $571,862 | 3,293 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $594,792 | 3,470 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $674,776 | 3,599 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $626,588 | 4,090 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $777,321 | 4,596 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $814,427 | 4,457 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $830,799 | 5,311 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $327,885 | 2,157 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $5,018 | 44 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||