Fiduciary Alliance LLC

Position in TRV — Travelers Companies, Inc.

CIK 1954805 GREENVILLE, SC

Position in TRV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$303,050

+$62,123 QoQ

Shares Held

918

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,309

of 1,828 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fiduciary Alliance LLC holds $1,415,503 across 4 Insurance - Property & Casualty names. TRV ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	7,815	$551,191
2	TRV	Travelers Companies, Inc. This page	918	$303,050
3	ALL	Allstate Corp	1,186	$282,196
4	CB	Chubb Ltd	819	$279,066

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,050	918	+11.1%	Shares	Sole	2026-07-20
2026-03-31	$240,927	826	-6.1%	Shares	Sole	2026-04-20
2025-12-31	$255,252	880	+0.2%	Shares	Sole	2026-01-22
2025-09-30	$245,155	878	-8.6%	Shares	Sole	2025-10-08
2025-06-30	$257,105	961	+13.5%	Shares	Sole	2025-07-09
2025-03-31	$223,997	847	-6.4%	Shares	Sole	2025-04-09
2024-12-31	$218,005	905	+119.7%	Shares	Sole	2025-01-13
2023-06-30	$71,547	412	+73.1%	Shares	Sole	2023-07-18
2022-12-31	$44,622	238	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.