Cyndeo Wealth Partners, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1950947
ST. PETERSBURG, FL
Position in TRV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,101,080
+$243,904 QoQ
Shares Held
12,423
-6.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#452
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026Cyndeo Wealth Partners, LLC holds $21,388,311 across 7 Insurance - Property & Casualty names. TRV ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
36,922 | $12,580,802 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
12,423 | $4,101,080 | |
| 3 | PGR |
Progressive Corp/Oh/
|
13,202 | $2,883,976 | |
| 4 | SLDE |
Slide Insurance Holdings, Inc.
|
39,677 | $768,543 | |
| 5 | ALL |
Allstate Corp
|
2,084 | $495,866 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,896 | $351,025 | |
| 7 | MKL |
Markel Group Inc.
|
106 | $207,019 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,101,080 | 12,423 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,857,176 | 13,224 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $207,392 | 715 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||