Thrive Wealth Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1847610 AUDUBON, PA

Position in TRV

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$243,298

+$22,788 QoQ

Shares Held

737

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,430

of 1,829 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $931,881 across 3 Insurance - Property & Casualty names. TRV ranks #3 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	6,072	$428,258
2	CB	Chubb Ltd	764	$260,325
3	TRV	Travelers Companies, Inc. This page	737	$243,298

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,298	737	-2.5%	Shares	Sole	2026-07-07
2026-03-31	$220,510	756	-0.7%	Shares	Sole	2026-04-09
2025-12-31	$220,735	761	-0.8%	Shares	Sole	2026-01-12
2025-09-30	$214,161	767	-3.8%	Shares	Sole	2025-10-07
2025-06-30	$213,229	797	+0.3%	Shares	Sole	2025-07-09
2025-03-31	$210,245	795	-6.5%	Shares	Sole	2025-04-10
2024-12-31	$204,756	850	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.