WADDELL & ASSOCIATES, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1776757 MEMPHIS, TN

Position in TRV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,009,837

+$201,009 QoQ

Shares Held

3,059

+10.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#809

of 1,829 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $5,028,435 across 6 Insurance - Property & Casualty names. TRV ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	5,596	$1,906,781
2	ALL	Allstate Corp	4,660	$1,108,800
3	TRV	Travelers Companies, Inc. This page	3,059	$1,009,837
4	PGR	Progressive Corp/Oh/	2,421	$528,867
5	THG	Hanover Insurance Group, Inc.	1,190	$254,802
6	WRB	Berkley W R Corp	3,110	$219,348

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,009,837	3,059	+10.3%	Shares	Sole	2026-07-15
2026-03-31	$808,828	2,773	+61.4%	Shares	Sole	2026-05-11
2025-12-31	$498,323	1,718	+9.6%	Shares	Sole	2026-02-11
2025-09-30	$437,537	1,567	+45.9%	Shares	Sole	2025-11-10
2025-06-30	$287,337	1,074	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.