Smallwood Wealth Investment Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1921304 RED BANK, NJ

Back to TRV Full portfolio

Position in TRV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$164,729

+$19,181 QoQ

Shares Held

499

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,564

of 1,829 holders

Holding Since

Mar 2025

6 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, 2026

Smallwood Wealth Investment Management, LLC holds $222,252 across 4 Insurance - Property & Casualty names. TRV ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	499	$164,729
2	CB	Chubb Ltd	150	$51,111
3	L	Loews Corp	47	$5,320
4	PGR	Progressive Corp/Oh/	5	$1,092

All Filings in TRV

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$164,729	499	0.0%	Shares	Sole	2026-07-23
2026-03-31	$145,548	499	-4.6%	Shares	Sole	2026-04-22
2025-12-31	$151,701	523	0.0%	Shares	Sole	2026-01-23
2025-09-30	$146,032	523	0.0%	Shares	Sole	2025-10-17
2025-06-30	$139,923	523	0.0%	Shares	Sole	2025-10-03
2025-03-31	$138,312	523	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.