Geneos Wealth Management Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in TRV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,564,438

+$182,459 QoQ

Shares Held

4,739

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#683

of 1,825 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $21,179,075 across 15 Insurance - Property & Casualty names. TRV ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	35,402	$7,733,566
2	CB	Chubb Ltd	17,969	$6,122,757
3	CINF	Cincinnati Financial Corp	12,702	$2,351,648
4	TRV	Travelers Companies, Inc. This page	4,739	$1,564,438
5	ORI	Old Republic International Corp	33,078	$1,353,551
6	ALL	Allstate Corp	2,912	$692,881
7	WRB	Berkley W R Corp	5,917	$417,326
8	MKL	Markel Group Inc.	184	$359,353

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,564,438	4,739	+0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,381,979	4,738	-0.2%	Shares	Sole	2026-05-05
2025-12-31	$1,377,494	4,749	0.0%	Shares	Sole	2026-01-28
2025-09-30	$1,326,015	4,749	-14.2%	Shares	Sole	2025-10-22
2025-06-30	$1,481,368	5,537	-13.7%	Shares	Sole	2025-08-18
2025-03-31	$1,697,039	6,417	+116.9%	Shares	Sole	2025-05-08
2024-12-31	$712,552	2,958	+1.2%	Shares	Sole	2025-01-21
2024-09-30	$684,332	2,923	+8.7%	Shares	Sole	2024-11-14
2024-06-30	$546,577	2,688	+4.9%	Shares	Sole	2024-07-23
2024-03-31	$589,618	2,562	+0.7%	Shares	Sole	2024-05-03
2023-12-31	$484,797	2,545	+0.7%	Shares	Sole	2024-01-26
2023-09-30	$412,684	2,527	0.0%	Shares	Sole	2023-10-11
2023-06-30	$438,838	2,527	0.0%	Shares	Sole	2023-08-08
2023-03-31	$433,153	2,527	-9.6%	Shares	Sole	2023-04-25
2022-12-31	$524,034	2,795	-1.1%	Shares	Sole	2023-01-31
2022-09-30	$432,943	2,826	-33.4%	Shares	Sole	2022-11-14
2022-06-30	$717,956	4,245	+0.5%	Shares	Sole	2022-07-22
2022-03-31	$772,034	4,225	+33.1%	Shares	Sole	2022-05-16
2021-12-31	$496,508	3,174	-9.8%	Shares	Sole	2022-02-09
2021-09-30	$534,619	3,517	+5.7%	Shares	Sole	2021-11-09
2021-06-30	$497,935	3,326	-3.0%	Shares	Sole	2021-07-08
2021-03-31	$515,571	3,428	-7.9%	Shares	Sole	2021-06-17
2020-12-31	$522,737	3,724	-3.3%	Shares	Sole	2021-05-19
2020-09-30	$416,639	3,851	+0.1%	Shares	Sole	2021-09-07
2020-06-30	$438,978	3,849	+4.2%	Shares	Sole	2021-09-07
2020-03-31	$366,998	3,694	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.