Abound Wealth Management

Position in TRV — Travelers Companies, Inc.

CIK 1950323 FRANKLIN, TN

Position in TRV

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$70,315

+$37,064 QoQ

Shares Held

213

+86.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,633

of 1,825 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $1,066,567 across 10 Insurance - Property & Casualty names. TRV ranks #2 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,738	$932,946
2	TRV	Travelers Companies, Inc. This page	213	$70,315
3	KNSL	Kinsale Capital Group, Inc.	146	$48,152
4	PGR	Progressive Corp/Oh/	38	$8,301
5	TRUP	Trupanion, Inc.	176	$4,359
6	ALL	Allstate Corp	5	$1,189
7	CINF	Cincinnati Financial Corp	4	$740
8	L	Loews Corp	2	$226

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,315	213	+86.8%	Shares	Sole	2026-07-10
2026-03-31	$33,251	114	+22.6%	Shares	Sole	2026-04-10
2025-12-31	$26,975	93	+2.2%	Shares	Sole	2026-01-12
2025-09-30	$25,409	91	+1.1%	Shares	Sole	2025-10-10
2025-06-30	$24,078	90	0.0%	Shares	Sole	2025-07-14
2025-03-31	$23,801	90	-13.5%	Shares	Sole	2025-04-17
2024-12-31	$25,052	104	+1.0%	Shares	Sole	2025-01-13
2024-09-30	$24,114	103	0.0%	Shares	Sole	2024-11-04
2024-06-30	$20,944	103	+45.1%	Shares	Sole	2024-08-09
2024-03-31	$16,339	71	-51.4%	Shares	Sole	2024-08-08
2023-12-31	$27,811	146	+117.9%	Shares	Sole	2024-08-08
2023-09-30	$10,941	67	+71.8%	Shares	Sole	2024-08-08
2023-06-30	$6,772	39	+21.9%	Shares	Sole	2024-08-08
2023-03-31	$5,485	32	+45.5%	Shares	Sole	2024-08-07
2022-12-31	$4,124	22	0.0%	Shares	Sole	2024-08-07
2022-09-30	$3,370	22	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.