Everhart Financial Group, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1852858 Dublin, OH

Position in TRV

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$300,739

+$12,560 QoQ

Shares Held

911

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,311

of 1,829 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $4,424,594 across 5 Insurance - Property & Casualty names. TRV ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THG	Hanover Insurance Group, Inc.	5,089	$1,089,656
2	CB	Chubb Ltd	3,027	$1,031,419
3	PGR	Progressive Corp/Oh/	4,706	$1,028,025
4	ORI	Old Republic International Corp	23,821	$974,755
5	TRV	Travelers Companies, Inc. This page	911	$300,739

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,739	911	-7.8%	Shares	Sole	2026-07-09
2026-03-31	$288,179	988	+39.5%	Shares	Sole	2026-04-09
2025-12-31	$205,362	708	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.