Live Oak Private Wealth LLC

Position in TRV — Travelers Companies, Inc.

CIK 1799877 WILMINGTON, NC

Position in TRV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$424,534

+$49,434 QoQ

Shares Held

1,286

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,130

of 1,829 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $11,761,757 across 2 Insurance - Property & Casualty names. TRV ranks #2 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MKL	Markel Group Inc.	5,805	$11,337,223
2	TRV	Travelers Companies, Inc. This page	1,286	$424,534

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,534	1,286	0.0%	Shares	Sole	2026-07-20
2026-03-31	$375,100	1,286	0.0%	Shares	Sole	2026-04-20
2025-12-31	$373,017	1,286	0.0%	Shares	Sole	2026-01-23
2025-09-30	$359,076	1,286	0.0%	Shares	Sole	2025-10-17
2025-06-30	$344,056	1,286	0.0%	Shares	Sole	2025-08-04
2025-03-31	$340,095	1,286	0.0%	Shares	Sole	2025-04-22
2024-12-31	$309,784	1,286	0.0%	Shares	Sole	2025-01-28
2024-09-30	$301,078	1,286	0.0%	Shares	Sole	2024-10-22
2024-06-30	$261,495	1,286	0.0%	Shares	Sole	2024-07-17
2024-03-31	$295,960	1,286	0.0%	Shares	Sole	2024-04-23
2023-12-31	$244,970	1,286	0.0%	Shares	Sole	2024-01-29
2023-09-30	$210,016	1,286	0.0%	Shares	Sole	2023-10-23
2023-06-30	$223,326	1,286	0.0%	Shares	Sole	2023-08-07
2023-03-31	$220,433	1,286	0.0%	Shares	Sole	2023-05-08
2022-12-31	$241,112	1,286	-2.1%	Shares	Sole	2023-02-10
2022-06-30	$222,236	1,314	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.