INSIGNEO ADVISORY SERVICES, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1964958 MIAMI, FL

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$574,078

+$33,304 QoQ

Shares Held

1,739

-6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,004

of 1,829 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $3,665,678 across 5 Insurance - Property & Casualty names. TRV ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	4,924	$1,677,803
2	PGR	Progressive Corp/Oh/	4,248	$927,975
3	TRV	Travelers Companies, Inc. This page	1,739	$574,078
4	AIZ	Assurant, Inc.	926	$248,658
5	CINF	Cincinnati Financial Corp	1,281	$237,164

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$574,078	1,739	-6.2%	Shares	Sole	2026-08-14
2026-03-31	$540,774	1,854	-24.2%	Shares	Sole	2026-05-12
2025-12-31	$709,196	2,445	+1.0%	Shares	Sole	2026-02-12
2025-09-30	$675,712	2,420	-4.6%	Shares	Sole	2025-11-12
2025-06-30	$678,481	2,536	-4.1%	Shares	Sole	2025-08-12
2025-03-31	$699,232	2,644	-2.0%	Shares	Sole	2025-04-18
2024-12-31	$649,921	2,698	-4.4%	Shares	Sole	2025-02-13
2024-09-30	$660,686	2,822	+62.0%	Shares	Sole	2024-11-15
2024-06-30	$354,218	1,742	+13.5%	Shares	Sole	2024-08-14
2024-03-31	$353,264	1,535	-15.9%	Shares	Sole	2024-05-15
2023-12-31	$347,834	1,826	+6.0%	Shares	Sole	2024-02-14
2023-09-30	$281,383	1,723	+14.6%	Shares	Sole	2023-11-14
2023-06-30	$261,010	1,503	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.