Journey Advisory Group, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1840085 COVINGTON, KY

Position in TRV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$671,794

+$75,309 QoQ

Shares Held

2,035

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#944

of 1,829 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Journey Advisory Group, LLC holds $8,020,948 across 4 Insurance - Property & Casualty names. TRV ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	26,510	$4,908,061
2	CB	Chubb Ltd	5,079	$1,730,618
3	AFG	American Financial Group Inc	5,077	$710,475
4	TRV	Travelers Companies, Inc. This page	2,035	$671,794

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$671,794	2,035	-0.5%	Shares	Sole	2026-08-04
2026-03-31	$596,485	2,045	-14.6%	Shares	Sole	2026-05-05
2025-12-31	$694,693	2,395	-4.0%	Shares	Sole	2026-01-27
2025-09-30	$696,653	2,495	-3.9%	Shares	Sole	2025-11-10
2025-06-30	$694,266	2,595	0.0%	Shares	Sole	2025-07-30
2025-03-31	$686,273	2,595	-13.8%	Shares	Sole	2025-05-13
2024-12-31	$725,078	3,010	0.0%	Shares	Sole	2025-02-04
2024-09-30	$704,701	3,010	+15.3%	Shares	Sole	2024-11-12
2024-06-30	$530,717	2,610	-15.4%	Shares	Sole	2024-08-02
2024-03-31	$709,981	3,085	-7.9%	Shares	Sole	2024-05-09
2023-12-31	$638,141	3,350	0.0%	Shares	Sole	2024-02-14
2023-09-30	$547,088	3,350	0.0%	Shares	Sole	2023-11-15
2023-06-30	$581,761	3,350	-25.0%	Shares	Sole	2023-08-09
2023-03-31	$765,345	4,465	-11.2%	Shares	Sole	2023-05-04
2022-12-31	$943,074	5,030	-4.6%	Shares	Sole	2023-02-07
2022-09-30	$808,130	5,275	-1.9%	Shares	Sole	2022-11-09
2022-06-30	$909,073	5,375	-5.7%	Shares	Sole	2022-08-02
2022-03-31	$1,041,561	5,700	-7.3%	Shares	Sole	2022-05-13
2021-12-31	$962,044	6,150	-10.5%	Shares	Sole	2022-02-11
2021-09-30	$1,045,068	6,875	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,029,256	6,875	-1.1%	Shares	Sole	2021-08-13
2021-03-31	$1,045,280	6,950	-1.4%	Shares	Sole	2021-05-11
2020-12-31	$989,187	7,047	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.