ATTICUS WEALTH MANAGEMENT, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1800234 Palm Beach Gardens, FL

Position in TRV

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

Position Value

$459,196

+$59,012 QoQ

Shares Held

1,391

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,104

of 1,837 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ATTICUS WEALTH MANAGEMENT, LLC holds $2,518,668 across 6 Insurance - Property & Casualty names. TRV ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	17,452	$714,135
2	TRV	Travelers Companies, Inc. This page	1,391	$459,196
3	WRB	Berkley W R Corp	5,933	$418,454
4	ALL	Allstate Corp	1,670	$397,359
5	CB	Chubb Ltd	786	$267,821
6	MKL	Markel Group Inc.	134	$261,703

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,196	1,391	+1.4%	Shares	Sole	2026-07-15
2026-03-31	$400,184	1,372	+0.2%	Shares	Sole	2026-04-28
2025-12-31	$397,092	1,369	+0.3%	Shares	Sole	2026-02-09
2025-09-30	$381,135	1,365	+51.8%	Shares	Sole	2025-11-07
2025-06-30	$240,518	899	—	Shares	Sole	2025-07-10
No filing history on record for this holder in this stock.