Morton Brown Family Wealth, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1909851 ALLENTOWN, PA

Position in TRV

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$660

-$7,458 QoQ

Shares Held

-95.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,820

of 1,829 holders

Holding Since

Jun 2022

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $2,847 across 4 Insurance - Property & Casualty names. TRV ranks #3 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	4	$951
2	CB	Chubb Ltd	2	$681
3	TRV	Travelers Companies, Inc. This page	2	$660
4	CINF	Cincinnati Financial Corp	3	$555

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$660	2	-95.8%	Shares	Sole	2026-07-21
2022-06-30	$8,118	48	—	Shares	Sole	2022-07-21
No filing history on record for this holder in this stock.