Golden State Wealth Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1776033 SANTA ANA, CA

Position in TRV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$171,002

+$39,163 QoQ

Shares Held

518

+14.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,557

of 1,829 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $1,844,497 across 12 Insurance - Property & Casualty names. TRV ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFG	American Financial Group Inc	7,500	$1,049,550
2	MKL	Markel Group Inc.	120	$234,361
3	TRV	Travelers Companies, Inc. This page	518	$171,002
4	CB	Chubb Ltd	497	$169,347
5	PGR	Progressive Corp/Oh/	552	$120,584
6	ALL	Allstate Corp	247	$58,771
7	RLI	Rli Corp	400	$23,628
8	MCY	Mercury General Corp	100	$10,662

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$171,002	518	+14.6%	Shares	Sole	2026-07-22
2026-03-31	$131,839	452	+13.0%	Shares	Sole	2026-04-28
2025-12-31	$116,024	400	-6.3%	Shares	Sole	2026-02-13
2025-09-30	$119,226	427	+258.8%	Shares	Sole	2025-11-03
2025-06-30	$31,837	119	+283.9%	Shares	Sole	2025-08-06
2025-03-31	$8,198	31	+29.2%	Shares	Sole	2025-04-24
2024-12-31	$5,781	24	-98.5%	Shares	Sole	2025-01-28
2021-12-31	$247,315	1,581	+1.3%	Shares	Sole	2022-02-14
2020-12-31	$218,977	1,560	+11042.9%	Shares	Sole	2021-01-28
2020-03-31	$1,390	14	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.