Prestige Wealth Management Group LLC
Position in TRV — Travelers Companies, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$161,427
+$16,463 QoQ
Shares Held
489
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,566
of 1,828 holders
Holding Since
Mar 2020
25 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, 2026Prestige Wealth Management Group LLC holds $1,057,519 across 13 Insurance - Property & Casualty names. TRV ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,743 | $593,909 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
489 | $161,427 | |
| 3 | MKL |
Markel Group Inc.
|
50 | $97,650 | |
| 4 | PGR |
Progressive Corp/Oh/
|
382 | $83,447 | |
| 5 | ALL |
Allstate Corp
|
263 | $62,577 | |
| 6 | CINF |
Cincinnati Financial Corp
|
83 | $15,366 | |
| 7 | WRB |
Berkley W R Corp
|
214 | $15,093 | |
| 8 | ORI |
Old Republic International Corp
|
183 | $7,488 |
All Filings in TRV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,427 | 489 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $144,964 | 497 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $165,623 | 571 | Shares | Other | 2026-02-11 | |
| 2025-06-30 | $149,287 | 558 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $82,510 | 312 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $77,807 | 323 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $75,620 | 323 | Shares | Other | 2024-11-15 | |
| 2024-06-30 | $65,678 | 323 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $83,079 | 361 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $82,862 | 435 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $56,668 | 347 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $68,595 | 395 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $58,793 | 343 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $59,058 | 315 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $43,814 | 286 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $50,231 | 297 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $86,613 | 474 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $73,052 | 467 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $76,156 | 501 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $75,004 | 501 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $123,778 | 823 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $107,803 | 768 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $97,371 | 900 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $76,983 | 675 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $37,753 | 380 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||