GUARDIAN WEALTH ADVISORS, LLC / NC

Position in TRV — Travelers Companies, Inc.

CIK 1901403 RALEIGH, NC

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$865,244

+$104,543 QoQ

Shares Held

2,621

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#858

of 1,829 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $5,250,709 across 5 Insurance - Property & Casualty names. TRV ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	14,148	$3,090,630
2	TRV	Travelers Companies, Inc. This page	2,621	$865,244
3	MKL	Markel Group Inc.	302	$589,809
4	CB	Chubb Ltd	1,125	$383,332
5	ALL	Allstate Corp	1,352	$321,694

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$865,244	2,621	+0.5%	Shares	Sole	2026-08-14
2026-03-31	$760,701	2,608	-3.3%	Shares	Sole	2026-05-15
2025-12-31	$782,291	2,697	-3.9%	Shares	Sole	2026-02-17
2025-09-30	$783,770	2,807	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$746,704	2,791	-2.2%	Shares	Sole	2025-08-14
2025-03-31	$754,768	2,854	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$689,908	2,864	+5.1%	Shares	Sole	2025-02-14
2024-09-30	$637,977	2,725	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$553,694	2,723	+21.5%	Shares	Sole	2024-08-14
2024-03-31	$515,973	2,242	+2.0%	Shares	Sole	2024-05-15
2023-12-31	$418,506	2,197	+8.2%	Shares	Sole	2024-02-14
2023-09-30	$331,519	2,030	+1.8%	Shares	Sole	2023-11-14
2023-06-30	$346,278	1,994	+31.4%	Shares	Sole	2023-08-14
2023-03-31	$260,028	1,517	+2.1%	Shares	Sole	2023-05-15
2022-12-31	$278,610	1,486	0.0%	Shares	Sole	2023-02-14
2022-09-30	$227,655	1,486	0.0%	Shares	Sole	2022-11-14
2022-06-30	$251,327	1,486	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.