Acumen Wealth Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1939202 CHATTANOOGA, TN

Position in TRV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$176,944

-$12,175 QoQ

Shares Held

536

-17.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,552

of 1,829 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $212,965 across 3 Insurance - Property & Casualty names. TRV ranks #1 (83.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	536	$176,944
2	PGR	Progressive Corp/Oh/	144	$31,456
3	AIZ	Assurant, Inc.	17	$4,565

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$176,944	536	-17.8%	Shares	Sole	2026-08-03
2025-12-31	$189,119	652	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.