DRIVE WEALTH MANAGEMENT, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1952781 LEHI, UT

Position in TRV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$698,863

+$110,545 QoQ

Shares Held

2,117

+5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#930

of 1,829 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DRIVE WEALTH MANAGEMENT, LLC holds $5,883,457 across 8 Insurance - Property & Casualty names. TRV ranks #4 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	7,476	$1,633,131
2	CB	Chubb Ltd	3,148	$1,072,649
3	RLI	Rli Corp	17,407	$1,028,231
4	TRV	Travelers Companies, Inc. This page	2,117	$698,863
5	BOW	Bowhead Specialty Holdings Inc.	22,510	$673,724
6	ALL	Allstate Corp	1,314	$312,652
7	SKWD	Skyward Specialty Insurance Group, Inc.	4,375	$255,281
8	HRTG	Heritage Insurance Holdings, Inc.	8,011	$208,926

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$698,863	2,117	+5.0%	Shares	Sole	2026-07-22
2026-03-31	$588,318	2,017	+13.7%	Shares	Sole	2026-04-14
2025-12-31	$514,566	1,774	+1.3%	Shares	Other	2026-02-04
2025-09-30	$488,914	1,751	-0.1%	Shares	Sole	2025-10-31
2025-06-30	$468,997	1,753	-0.3%	Shares	Sole	2025-07-30
2025-03-31	$465,184	1,759	-0.8%	Shares	Sole	2025-05-07
2024-12-31	$427,338	1,774	+0.8%	Shares	Sole	2025-01-22
2024-09-30	$412,050	1,760	-0.6%	Shares	Sole	2024-11-07
2024-06-30	$360,115	1,771	+2.8%	Shares	Sole	2024-08-01
2024-03-31	$396,531	1,723	+2.4%	Shares	Sole	2024-04-22
2023-12-31	$320,404	1,682	+25.5%	Shares	Sole	2024-01-22
2023-06-30	$232,704	1,340	+3.8%	Shares	Sole	2023-07-14
2023-03-31	$221,290	1,291	+15.9%	Shares	Sole	2023-04-13
2022-12-31	$208,863	1,114	—	Shares	Sole	2023-01-27
No filing history on record for this holder in this stock.