MONECO ADVISORS, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1765690 FAIRFIELD, CT

Position in TRV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$952,726

+$168,982 QoQ

Shares Held

2,886

+7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#830

of 1,829 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONECO ADVISORS, LLC holds $2,378,029 across 4 Insurance - Property & Casualty names. TRV ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,886	$952,726
2	CB	Chubb Ltd	2,043	$696,131
3	PGR	Progressive Corp/Oh/	1,776	$387,967
4	ALL	Allstate Corp	1,434	$341,205

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$952,726	2,886	+7.4%	Shares	Sole	2026-08-11
2026-03-31	$783,744	2,687	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$780,841	2,692	+15.3%	Shares	Sole	2026-02-04
2025-09-30	$651,978	2,335	+0.3%	Shares	Sole	2025-11-05
2025-06-30	$622,565	2,327	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$614,869	2,325	+17.4%	Shares	Sole	2025-08-15
2024-12-31	$477,203	1,981	+1.5%	Shares	Sole	2025-08-15
2024-09-30	$457,002	1,952	+1.1%	Shares	Sole	2024-10-25
2024-06-30	$392,446	1,930	-2.2%	Shares	Sole	2024-07-19
2024-03-31	$454,296	1,974	-1.3%	Shares	Sole	2024-07-19
2023-12-31	$381,170	2,001	-0.4%	Shares	Sole	2024-03-13
2023-09-30	$328,089	2,009	+1.3%	Shares	Sole	2024-03-13
2023-06-30	$344,541	1,984	-0.8%	Shares	Sole	2024-03-13
2023-03-31	$342,991	2,001	+34.7%	Shares	Sole	2023-05-12
2022-12-31	$278,610	1,486	+0.1%	Shares	Sole	2023-01-30
2022-09-30	$227,502	1,485	+0.1%	Shares	Sole	2022-11-02
2022-06-30	$250,819	1,483	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.