Net Worth Advisory Group

Position in TRV — Travelers Companies, Inc.

CIK 1791998 SANDY, UT

Position in TRV

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,732,799

+$102,892 QoQ

Shares Held

5,249

-6.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#661

of 1,829 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Net Worth Advisory Group holds $4,405,623 across 4 Insurance - Property & Casualty names. TRV ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	5,249	$1,732,799
2	ALL	Allstate Corp	4,642	$1,104,517
3	CB	Chubb Ltd	2,410	$821,183
4	WRB	Berkley W R Corp	10,593	$747,124

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,732,799	5,249	-6.1%	Shares	Sole	2026-07-14
2026-03-31	$1,629,907	5,588	-2.7%	Shares	Sole	2026-05-05
2025-12-31	$1,666,104	5,744	+23.2%	Shares	Sole	2026-01-14
2025-09-30	$1,301,444	4,661	-15.4%	Shares	Sole	2025-10-15
2025-06-30	$1,474,680	5,512	+4.1%	Shares	Sole	2025-07-22
2025-03-31	$1,400,051	5,294	-2.0%	Shares	Sole	2025-04-15
2024-12-31	$1,301,287	5,402	+1.3%	Shares	Sole	2025-02-07
2024-09-30	$1,248,796	5,334	—	Shares	Sole	2024-10-17
No filing history on record for this holder in this stock.