WEALTH ALLIANCE, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1793904 MELLVILLE, NY

Position in TRV

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

Position Value

$743,430

-$191,404 QoQ

Shares Held

2,252

-29.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#909

of 1,829 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $2,589,822 across 5 Insurance - Property & Casualty names. TRV ranks #1 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,252	$743,430
2	PGR	Progressive Corp/Oh/	2,846	$621,708
3	WRB	Berkley W R Corp	8,640	$609,379
4	CB	Chubb Ltd	1,015	$345,851
5	KNSL	Kinsale Capital Group, Inc.	817	$269,454

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$743,430	2,252	-29.7%	Shares	Defined	2026-08-11
2026-03-31	$934,834	3,205	-42.1%	Shares	Defined	2026-05-14
2025-12-31	$1,604,901	5,533	-0.1%	Shares	Defined	2026-02-13
2025-09-30	$1,546,041	5,537	-2.6%	Shares	Defined	2025-11-07
2025-06-30	$1,520,162	5,682	+0.3%	Shares	Defined	2025-08-08
2025-03-31	$1,498,165	5,665	+10.7%	Shares	Defined	2025-05-05
2024-12-31	$1,232,393	5,116	+1.2%	Shares	Defined	2025-02-03
2024-09-30	$1,183,710	5,056	+11.7%	Shares	Defined	2024-11-04
2024-06-30	$920,316	4,526	-4.4%	Shares	Defined	2024-08-09
2024-03-31	$1,089,022	4,732	+73.9%	Shares	Defined	2024-05-10
2023-12-31	$518,323	2,721	+8.4%	Shares	Defined	2024-01-30
2023-09-30	$409,744	2,509	+11.0%	Shares	Defined	2023-11-09
2023-06-30	$392,645	2,261	+28.1%	Shares	Defined	2023-08-02
2023-03-31	$302,538	1,765	—	Shares	Defined	2023-05-11
No filing history on record for this holder in this stock.