FSM Wealth Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1942548 CLEVELAND, OH

Position in TRV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$256,503

+$27,535 QoQ

Shares Held

777

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,398

of 1,829 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $7,669,604 across 3 Insurance - Property & Casualty names. TRV ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	31,079	$6,789,207
2	CB	Chubb Ltd	1,831	$623,894
3	TRV	Travelers Companies, Inc. This page	777	$256,503

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,503	777	-1.0%	Shares	Sole	2026-07-15
2026-03-31	$228,968	785	+3.6%	Shares	Sole	2026-04-27
2025-12-31	$219,865	758	—	Shares	Sole	2026-01-23
No filing history on record for this holder in this stock.