Simplicity Wealth,LLC

Position in TRV — Travelers Companies, Inc.

CIK 1913243 SUMMIT, NJ

Position in TRV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$407,698

+$188,938 QoQ

Shares Held

1,235

+64.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,156

of 1,829 holders

Holding Since

Mar 2024

4 quarters on record

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $4,610,405 across 6 Insurance - Property & Casualty names. TRV ranks #6 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	7,018	$1,533,082
2	RLI	Rli Corp	13,447	$794,314
3	ALL	Allstate Corp	3,321	$790,198
4	WRB	Berkley W R Corp	8,351	$588,996
5	CB	Chubb Ltd	1,456	$496,117
6	TRV	Travelers Companies, Inc. This page	1,235	$407,698

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,698	1,235	+64.7%	Shares	Sole	2026-08-06
2026-03-31	$218,760	750	-92.1%	Shares	Sole	2026-04-30
2024-06-30	$1,934,576	9,514	-0.1%	Shares	Sole	2024-07-10
2024-03-31	$2,190,932	9,520	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.