Tradition Wealth Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1843010 EDINA, MN

Position in TRV

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

Position Value

$1,082,793

+$127,541 QoQ

Shares Held

3,280

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#784

of 1,829 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $1,877,739 across 3 Insurance - Property & Casualty names. TRV ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	3,280	$1,082,793
2	LMND	Lemonade, Inc.	8,821	$573,806
3	CB	Chubb Ltd	649	$221,140

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,082,793	3,280	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$955,252	3,275	+0.7%	Shares	Sole	2026-05-15
2025-12-31	$942,985	3,251	-2.9%	Shares	Sole	2026-02-11
2025-09-30	$934,828	3,348	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$892,780	3,337	-0.6%	Shares	Sole	2025-08-12
2025-03-31	$887,527	3,356	+0.9%	Shares	Sole	2025-05-14
2024-12-31	$801,200	3,326	-1.9%	Shares	Sole	2025-02-13
2024-09-30	$793,432	3,389	-1.8%	Shares	Sole	2024-11-14
2024-06-30	$701,929	3,452	+0.2%	Shares	Sole	2024-08-12
2024-03-31	$792,832	3,445	-10.1%	Shares	Sole	2024-05-13
2023-12-31	$730,338	3,834	+2.8%	Shares	Sole	2024-02-12
2023-09-30	$608,982	3,729	0.0%	Shares	Sole	2023-11-13
2023-06-30	$647,578	3,729	+1.9%	Shares	Sole	2023-08-14
2023-03-31	$627,532	3,661	+22.9%	Shares	Sole	2023-05-12
2022-12-31	$558,345	2,978	+0.4%	Shares	Sole	2023-02-03
2022-09-30	$454,544	2,967	+11.1%	Shares	Sole	2022-11-14
2022-06-30	$451,577	2,670	0.0%	Shares	Sole	2022-08-02
2022-03-31	$487,889	2,670	-0.2%	Shares	Sole	2022-05-11
2021-12-31	$418,606	2,676	+0.3%	Shares	Sole	2022-02-14
2021-09-30	$405,562	2,668	+0.0%	Shares	Sole	2021-11-12
2021-06-30	$399,276	2,667	+0.0%	Shares	Sole	2021-08-09
2021-03-31	$400,966	2,666	+2.4%	Shares	Sole	2021-05-14
2020-12-31	$365,383	2,603	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.