Prosperity Consulting Group, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1910398
OWINGS MILLS, MD
Position in TRV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$511,025
+$209,137 QoQ
Shares Held
1,548
+49.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,043
of 1,829 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Prosperity Consulting Group, LLC holds $6,152,163 across 7 Insurance - Property & Casualty names. TRV ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
10,123 | $1,874,172 | |
| 2 | CB |
Chubb Ltd
|
5,182 | $1,765,714 | |
| 3 | PGR |
Progressive Corp/Oh/
|
4,595 | $1,003,777 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
1,548 | $511,025 | |
| 5 | ALL |
Allstate Corp
|
2,089 | $497,056 | |
| 6 | ORI |
Old Republic International Corp
|
6,481 | $265,202 | |
| 7 | WRB |
Berkley W R Corp
|
3,335 | $235,217 |
All Filings in TRV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,025 | 1,548 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $301,888 | 1,035 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $332,698 | 1,147 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $310,771 | 1,113 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $278,509 | 1,041 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $269,749 | 1,020 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $238,721 | 991 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $212,346 | 907 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||