BAKER TILLY WEALTH MANAGEMENT, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1840565 MADISON, WI

Position in TRV

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$864,914

+$75,045 QoQ

Shares Held

2,620

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#859

of 1,829 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,752,094 across 4 Insurance - Property & Casualty names. TRV ranks #1 (49.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,620	$864,914
2	MKL	Markel Group Inc.	194	$378,883
3	ALL	Allstate Corp	1,151	$273,868
4	CB	Chubb Ltd	688	$234,429

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$864,914	2,620	-3.2%	Shares	Sole	2026-07-17
2026-03-31	$789,869	2,708	-2.1%	Shares	Sole	2026-04-10
2025-12-31	$802,015	2,765	-10.6%	Shares	Sole	2026-01-08
2025-09-30	$863,906	3,094	-19.8%	Shares	Sole	2025-10-09
2025-06-30	$1,031,634	3,856	-7.3%	Shares	Sole	2025-07-10
2025-03-31	$1,100,418	4,161	+1.6%	Shares	Sole	2025-04-09
2024-12-31	$986,926	4,097	+9.4%	Shares	Sole	2025-01-10
2024-09-30	$877,013	3,746	+31.1%	Shares	Sole	2024-10-24
2024-06-30	$581,145	2,858	-5.0%	Shares	Sole	2024-07-18
2024-03-31	$692,030	3,007	+0.0%	Shares	Sole	2024-05-09
2023-12-31	$572,612	3,006	-23.5%	Shares	Sole	2024-01-10
2023-09-30	$641,808	3,930	-64.4%	Shares	Sole	2023-10-10
2023-06-30	$1,919,290	11,052	+6.8%	Shares	Sole	2023-07-20
2023-03-31	$1,773,065	10,344	+2.9%	Shares	Sole	2023-04-12
2022-12-31	$1,885,211	10,055	+16.5%	Shares	Sole	2023-01-26
2022-09-30	$1,322,728	8,634	+2.7%	Shares	Sole	2022-10-20
2022-06-30	$1,421,537	8,405	+6.6%	Shares	Sole	2022-07-28
2022-03-31	$1,441,191	7,887	+17.1%	Shares	Sole	2022-04-27
2021-12-31	$1,053,399	6,734	+8.3%	Shares	Sole	2022-02-08
2021-09-30	$944,894	6,216	+19.8%	Shares	Sole	2021-11-02
2021-06-30	$776,845	5,189	+24.9%	Shares	Sole	2021-07-30
2021-03-31	$624,761	4,154	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.